Collaborate on Invoice Reminder Template for Hospitality with Ease Using airSlate SignNow

Invoice reminder template for Hospitality

hi guys this is my submission for this week challenge in this week we need to create an invoice management automations to create invoice send invoice and the trick and send the remainder so first see the workflow we need to create an invoice and one bit automation so we use this document uh template to create invoice from data so you can customize it it's a rough design we create invoice and then we send an after the creation of invoice we send invoice to client with PDF attachment and then we have decision Point here if the client paid to invoice we need to State update the status of payment inside a table and send a thank you email from a table if client doesn't pay before due date we need to send an first remainder to him and after the first remainder when the seven day passed and the payment status is unpaid we need to send him final borning and then we can take proper action against him so this is in fully automated system to create invoice send invoice and then track the status and send reminder and warning so let's see how this work we have this a table base we have this project table you can see it all the fields we have invoice and this is an important table where we have the client name email address the status of payment connected project and then we have these three columns so this is important first invoice URL it's a payment page link and this is the payment link URL so it help us to trck invoice payment status and once we send the invoice it Mark the auto with Mark the checkbox with automation so let's see one by one first we need to create an invoice and send an invoice to client so we have this automation for this so let's see run this automation so here in a table we have four automation first for invoice creation when the status is ready to build and then we call this make B Hook what is actually doing is call the B book we get the table record and then we make a product inside stripe with an API call then we can make a price then payment link after this when we generate product price and payment link we send all the info to our document template this document template to create our invoice then we download the file and then we send an emails to our client within PDF attachment and then we update you can see this is important we update the invoice URL the payment link and the invoice is sent checkbox you can see here we have this invoice URL it's a payment page and then we have this payment link URL so we use this URL to track our invoice status and you can see here we got the email here just refresh it you got it here we have this email with this PDF attachment you can see here this is our invoice and this is button right now is not correctly you can edit it design when the it's click on this link and we got this same page here and we write all the information here if you want to pay so for now we have create invoice and then when send invoice to client and now client have options to pay invoice right now or it doesn't pay so if he pay the invoice we need to update the payment status and send thank you email so we see how this work we have this second uh automation here what is doing is here we watch a new payment event happening in this stripe you can see we have create new link here you can create new stri payment here you connection and the grouping you can go here and find out check out and Mark is it true so it create a new B Hook for you I create the B hooks in the same way and then we have this a table module and for now uh I hardcoded the the payment link here from this a table link URL so you can use this choose from this watch event module so you can see here is an object for p link you can paste it here and once it complete we update the payment status to paid so this is the second automation once it done it's paid you can see here and uh you can see here we client paid we update the payment status and send thank you email to them and now uh if the client doesn't pay us so you can see here first record so we have this payment confirmation Automation and then invoice remainder automation when we have due date is today and invoice status is unpaid so we need to send them the our first reminder so let's see how this work we have this a table script we send them the first reminder if payment is unpaid you can see here invoice remainder you can see here and if it passed the seven days then we need to send the final warning so let's see the last automation two here when the invoice status is unpaid and remainder count is less than two I see I choose this two option here because the first time we send the invoice and then we send first in remainder and then this is the final warning so we have this payment and this more than okay so last remainder sent but I do here is when we sent the remainder we update the time is now okay and then it get the time here and now we have option to trigger our Bay book invoice date is unpaid and then remainder count is less than two anded since overdue is more than 7 days so it take the record we call this make paybook and you can can see here test it send the final reminder as well so let's see okay final notice it's here so we can see here we create an invoice in document then send invoice to client view email and then we track the invoice status if the client paid the payment we update the uh payment status in table is paid and if it doesn't pay before due date we send the first remainder and after passing the 7even days we send them final Bing view same email so this is complete workflow I attach all the Json from make and a table below the challenge hope you like the video thanks