Invoice Due Reminder Automation with Power Automate
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.
🧾 Invoice Due Reminder — 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.
💡 Features
🔄 Scheduled automation (daily or as configured).
📆 Sends reminder emails:
3 days before the invoice due date.
On the exact due date.
📤 Customizable email templates.
💾 Works with both SharePoint Lists and Excel Tables (stored in OneDrive or SharePoint).
⚡ No manual follow-up — fully automated!
🏗️ 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.📊 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).⚙️ How to Deploy
Download
FlowPackage.zip from this repo.Go to Power Automate → My flows → Import.
Upload the
.zip file.During import, configure:
SharePoint/Excel connection.
Outlook connection for sending emails.
Save and Test the flow.
💌 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!
💡 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!
🤝 Contributions
Feel free to fork, customize, and improve the flow logic.
Pull Requests are welcome!
🧠 Author
Created by Nandan Vallamdasu