How to track & send invoice follow-ups using Make.com | Full Tutorial | No Code | Automation | скачать в хорошем качестве

How to track & send invoice follow-ups using Make.com | Full Tutorial | No Code | Automation |

What if you never had to manually follow up on invoices again? No awkward reminders. No lost payments. No time wasted. In this full tutorial, I’ll walk you through the exact system that automatically tracks unpaid invoices and sends follow-up reminders - all without writing a single line of code. Whether you’re a business owner, freelancer or service provider, this automation will save you hours every week and help you build a more professional, reliable client experience. Timestamps 00:00 Intro 00:12 Automate Invoice Follow-Ups with Make.com 00:24 Free Plug & Play Template in Description 00:36 Step 1: Start with Google Sheets Module 00:48 Configure Google Sheets Search Rows 01:40 Filter for Overdue Invoices Only 02:21 Save and Test Your Spreadsheet Filter 02:50 Review Spreadsheet with Overdue Invoices 03:14 Verify Output Matches Overdue Status 03:43 Step 2: Create Email Follow-Up Categories 04:08 Add Router and Email Modules 04:49 Define Time Ranges (7, 14, 21, 28 Days) 05:02 Set Filters for Days Overdue (Numeric Logic) 06:30 Configure Dynamic Client Emails 07:05 Add Email Content for Each Overdue Category 07:48 Filter Setup for All 4 Time Segments 08:22 Save & Test the Full Automation 08:50 Real Example: Filtering Overdue Invoices 09:41 Check Email Delivery by Overdue Range 10:08 Results: Automation Running Perfectly 10:20 Would You Use This in Your Business? 10:30 Download the Free Automation Template 10:41 Thanks for Watching Like & Subscribe! SPREADSHEET TEMPLATE: 🧾 https://docs.google.com/spreadsheets/... MAKE.COM TEMPLATE: 👨🏽‍💻https://modibapete.gumroad.com/l/Auto... SIGN UP TO USE THE SAME TOOLS: ⚡ Make.com (Free Account): https://www.make.com/en/register?pc=p... BOOK A FREE CONSULTATION CALL: 📞 https://calendly.com/petermodiba/disc... REACH OUT TO ME: 🔗 LinkedIn: Peter Modiba ✉️ Email: [email protected] WANT TO SUPPORT THIS CHANNEL? ☕ Buy Me a Coffee: https://buymeacoffee.com/petermodiba MUSIC CREDIT: 🎶 Massobeats – Downtown 🔔 Subscribe for more AI-powered, no-code business automations! #InvoiceAutomation #MakeCom #NoCodeAutomation #GetPaidFaster #BusinessAutomation #FreelancerTools #EntrepreneurHacks #PeterModiba #SouthAfricanYouTuber #DigitalTransformation #WorkflowAutomation #AIforBusiness #FinanceAutomation #TechTools #AutomatedFollowUps