FinanceIntermediate

InvoiceChase: Automated AR Follow-up

InvoiceChase: Automated AR Follow-up ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop chasing invoices manually. Receive overdue events via webhook, score severity, send AI-written payment reminders, and escalate to the owner when clients go 30+ days past due.

Classify invoices as mild, moderate, or severe based on configurable overdue-day thresholds
Generate personalized AI payment reminder emails with GPT-4o-mini — no copy-paste required
Send client reminders automatically via SMTP with invoice number and days-overdue in the subject
Escalate 30+ day invoices to the business owner with a full-detail alert email
Log every reminder and escalation action to a Google Sheets tracking tab for audit
Drop in any webhook source — works with Stripe, QuickBooks, Xero, FreshBooks, or a custom trigger
All thresholds and contact details live in a single Config node — update in one place

OpenAISMTP (email)Google Sheets

n8n.io / workflow / automated-invoice-chase-and-escalation

One-time

$19

~10 hrs / week

time back

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

OpenAISMTP (email)Google Sheets

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How it works

Workflow summary

One workflow handles everything end-to-end.

1An overdue invoice event arrives via webhook — sent from your accounting system, Stripe, or any payment tool that supports webhooks
2A rules engine computes the escalation level (mild, moderate, or severe) based on how many days past due the invoice is
3For mild and moderate invoices, GPT-4o-mini drafts a professional, client-specific payment reminder email
4The reminder email is sent to the client via your SMTP email account with a subject line that includes the invoice number and days overdue
5For severe cases (30+ days overdue), the business owner receives an immediate escalation alert with full invoice details
6Every action — whether a reminder or an escalation — is logged as a row in your Google Sheets tracking tab for audit and follow-up

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for OpenAI, SMTP (email), Google Sheets. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Finance templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up InvoiceChase: Automated AR Follow-up?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for OpenAI?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.