OVERDUE INVOICE DIGEST (FREE): Google Sheets + Gmail (Make.com template) v1.0
by Flowpaja

WHAT IT DOES
  Once a day, Make reads your invoice sheet, finds every invoice with Status = Unpaid whose due date
  is before today, and sends ONE summary email to YOU: invoice, client, due date, days overdue, amount,
  and the total. Your clients never receive anything from this scenario. No overdue invoices = no email.

FILES
  SETUP_GUIDE.pdf                                   Start here. 2 pages: setup in 7 steps, limits, fixes.
  Flowpaja_Overdue_Invoice_Digest_FREE_blueprint.json  The Make scenario (4 modules). No connections or IDs inside.
  Overdue_Invoice_Digest_EXAMPLE_sheet.xlsx         Invoice sheet with 9 fictional invoices (tabs: Invoices, How to use).
  Overdue_Invoice_Digest_Invoices_tab.csv           The same Invoices rows as CSV.

SETUP IN SHORT (details in SETUP_GUIDE.pdf)
  1. Google Sheets: Blank spreadsheet > File > Import > Upload the EXAMPLE .xlsx > Replace spreadsheet.
  2. Make: Create a new scenario > ... (More) > Import Blueprint > choose the .json file.
  3. Module 1 (Google Sheets): add your Google connection, select your spreadsheet, sheet "Invoices".
  4. Module 4 (Gmail): add a Gmail connection. In "To", replace YOUR-EMAIL@example.com with your own address.
  5. Click Run once. Expected with the example rows: one email, 4 invoices, EUR 4,230.00.
  6. Schedule: Every day (or Mon-Fri) at e.g. 08:00, then switch the scenario ON.
     Do NOT leave it at "Every 15 minutes": that could send 96 emails a day and use ~380 credits a day.
  7. Delete the sample rows and add your own invoices.

IMPORTANT
  - Only Status = Unpaid rows with a due date before today are listed. Paid, Paused, Disputed and Partial are left out.
  - Due date must be a real date and Amount a plain number (no currency sign). Other rows are skipped.
  - Credits: about 4 on a day with overdue invoices, 1-2 on other days (roughly 30-120 a month).
  - Personal Gmail connections need re-authorizing about every 6 months (Make > Connections > Reauthorize).
  - Totals are shown per currency (up to 3 currencies).

WANT THE REMINDERS SENT FOR YOU?
  Polite Invoice Reminder ($19, Make.com template) uses the same columns A-H and emails your clients
  a friendly, firm and final reminder from your own Gmail, with Test mode on by default, stop controls
  (Paid, Paused, Disputed, Partial), a sending history per invoice and a log tab.
  Details: https://flowpaja.com/templates/

NEW TO MAKE?
  Free account: https://www.make.com/en/register?pc=flowpaja
  (affiliate link: Flowpaja may earn a commission if you later buy a paid Make plan, at no extra cost to you.
  The Free plan is enough for this template.)

Questions: flowpaja.fi@gmail.com

License: free to use in your own Make account(s) and for your own clients. Please link to flowpaja.com
instead of re-uploading the files elsewhere.
Make, Google, Gmail and Google Sheets are trademarks of their owners. Flowpaja is independent and not affiliated with them.
