FEATURED PROJECT / TRAVEL OPERATIONSThe challenge: Payment follow-ups involve multiple due dates, invoice checks and repeated messages.
Payment follow-ups, thoughtfully organized
A Google Sheets payment reminder workflow I built for a travel advisor: booking details, personalized messages, invoice checks, and approval before sending.
The playbook schedules reminders 14, 7 and 3 days before payment is due, on the due date, and 1, 3, 7 and 14 days after. Marking payment received stops follow-ups. It also describes separate Calendar invitations and private test rows.
01 / PREPAREStart with the details
Enter the booking, amount, currency, due date and current invoice. Add a personal greeting and holiday message.
02 / REVIEWKeep a human check
Confirm the email recipients and invoice, then approve the reminder. The workflow includes a separate Calendar invitation.
03 / FOLLOW UPFollow the payment cycle
Scheduled reminders run before, on and after the due date. Marking payment received stops further follow-ups.
INTERACTIVE WORKFLOW EXAMPLEExplore the reminder schedule
A demonstration using fictional data. No messages are sent.
Reminders are scheduled 14, 7 and 3 days before the due date.