Invoice Due Reminder Automation with Power Automate
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π§Ύ Invoice Due Reminder β Power Automate Flow
Automate client payment reminders with ease!
This Power Automate flow checks a SharePoint List or Excel Sheet for upcoming invoice due dates and automatically sends reminder emails to clients both 3 days before the due date and on the due date.
π‘ Features
π Scheduled automation (daily or as configured).
π Sends reminder emails:
3 days before the invoice due date.
On the exact due date.
π€ Customizable email templates.
πΎ Works with both SharePoint Lists and Excel Tables (stored in OneDrive or SharePoint).
β‘ No manual follow-up β fully automated!
ποΈ Flow Overview
Step Purpose Recurrence Trigger Runs on a schedule (usually daily). Get Items Fetches all invoices from SharePoint/Excel. Apply to Each Loops through each invoice record. Compose (DueDate) Extracts the
DueDate from each item. Condition Checks if due date is today or 3 days away. Send Email (Outlook) Sends reminder email to the client.π Data Source Structure
Your SharePoint List or Excel Table should have at least:
Column Name Purpose
ClientEmail Client's email address. DueDate Invoice due date (Date type). InvoiceNumber Invoice identifier (optional).βοΈ How to Deploy
Download
FlowPackage.zip from this repo.Go to Power Automate β My flows β Import.
Upload the
.zip file.During import, configure:
SharePoint/Excel connection.
Outlook connection for sending emails.
Save and Test the flow.
π Sample Email Templates
Subject: Friendly Reminder: Invoice Due on {{DueDate}}
Body:
Hi [Client Name],
This is a reminder that your invoice #[InvoiceNumber] is due on {{DueDate}}. Kindly process the payment at your earliest convenience.
Thank you!
π‘ Customization
You can edit the email body in the Send Email action.
Adjust the condition to send reminders at different intervals (e.g., 7 days before, 1 day before).
Integrate Teams notifications, SMS, or more!
π€ Contributions
Feel free to fork, customize, and improve the flow logic.
Pull Requests are welcome!
π§ Author
Created by Nandan Vallamdasu
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Posted Apr 14, 2025
This PA flow checks a SharePoint List for upcoming invoice due dates and automatically sends reminder emails to clients both 3 days before and on the due date.
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