Chase overdue invoices

You get the overdue invoices, a payment mail drafted for each in your mailbox, and the thread back on the day you want to check again.

What you need

• Where your invoices are: an Excel sheet in OneDrive or SharePoint through Microsoft 365, a Notion database through Notion, or the invoice mails you sent, in your mailbox. For a Google Sheet, give June its link through Google Drive, or attach a CSV export for a one-time review.
• A mailbox for the drafts: Gmail or IMAP on the Mailbox card, or Outlook through Microsoft 365. Without one, June writes the mails in the chat.

Set it up

To have June check every week without you, use a schedule with the integrations toolset on, from the form or by asking June; see two ways June comes back.

Check the result

Before sending a draft, compare its invoice number, amount, due date, and recipient with your original records. June's list is a starting point for review; a late invoice may already have been paid outside the source you gave it.

You are done when the right customers have reviewed drafts and the next check has a confirmed time. If June cannot reach the source, check the connection before setting the check to repeat.

What June does not do

• This recipe asks for drafts, not sending. Review the recipient and amount before sending in your mail app, or approving a Gmail send through June.
• The instructions above do not ask June to change the sheet or mark an invoice paid. It checks only when you ask or a work schedule runs; a reminder alone does not check payments.
• A partial read is not a complete invoice audit. For a spreadsheet in OneDrive, June reads files up to 8 MB, the first 2,000 rows of each sheet, and about 20,000 characters per read (50,000 at most); of a Google Sheet, up to 1,000 rows of one tab per read (200 unless you ask for more).