🧾 Send overdue invoice reminders from Pennylane to Slack

⚡ 39 views · 🧾 Invoice Processing

Description

Who is this for

Finance teams and freelancers using Pennylane (French accounting platform) who want daily alerts for unpaid invoices that need follow-up.

What it does

This workflow runs daily at 9 AM, fetches all customer invoices from Pennylane, and identifies unpaid invoices past their deadline by 7 or more days. If overdue invoices are found, it sends a detailed Slack reminder with invoice number, amount, days overdue, and a direct link to the PDF. If no invoices are overdue, the workflow ends silently.

How to set up

1. Import this workflow into n8n
2. Create a Header Auth credential with name Authorization and value Bearer <YOUR_PENNYLANE_TOKEN>
3. Select your Slack channel in the SL Send Notification node
4. Adjust the schedule time in the Schedule Trigger node if needed

Requirements

• Pennylane account with API access (Essentiel plan or higher)
• Pennylane API token with scope: customer_invoices:all
• (Optional) Slack workspace for notifications

How to customize

• Change THRESHOLD_DAYS in the Code Filter Overdue node to adjust when reminders trigger (default: 7 days past deadline)
• Change the schedule time in the Schedule Trigger node (default: 9 AM daily)
• Replace Slack with Telegram, Email, or any other notification channel

Part of a 3-workflow billing automation suite: https://github.com/Gauthier-Huguenin/n8n-pennylane-auto-invoicing

🔗 Nodes Used

HTTP Request, Slack, Schedule Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup