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Invoice reminder software

If you keep track of invoices and payment dates in a Google Sheet, this automation will ensure that you stay on top of past due invoices and get paid.

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Why you should use this

This invoice reminder software automates the process of sending reminders for unpaid invoices, improving cash flow by reducing the number of late payments. It saves time, minimizes the need for manual follow-ups, and maintains professional client communication, ensuring that finances are managed efficiently and politely.

How it Works

This automation checks to see if today's date matches an invoice date specified in a spreadsheet and automatically sends a reminder email if TRUE.

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Connect invoice due dates in a Google Sheet to Lido

Lido connects to anywhere your invoices due dates live, most commonly Google Sheets.

Check if today’s date is equal to or greater than the invoice due date in the Google Sheet

IF(TODAY() = C2,SENDGMAIL(<tim@gmail.com>,B2,”Invoice overdue", "Invoice #13 is due”….)

Send a reminder email if there are outstanding unpaid invoices

Send a personalized reminder email from Gmail or Outlook account for each upcoming or past due invoice.

SENDGMAIL(<sender-credential>,B2,"Important: Overdue Invoice Reminder","[Name] your invoice is 3 days past due")

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
Talk to a product specialistTry this in Lido for free ->

Who should use this

Ideal for small business owners, finance teams, and freelancers who need to manage multiple client accounts and ensure timely payment. This automation is perfect for those looking to reduce overdue payments and streamline their billing processes.
Talk to a product specialistTry this in Lido for free ->

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