Weekly past-due invoice reminders for Service Fusion

Every Monday at 8am, chase past-due accounts receivable in Service Fusion. Send a personalized reminder email to every customer with at least one overdue invoice, then post a short internal recap in Slack.

Step 1. Use Service Fusion List Invoices to pull open invoices. Page through the results and, in-workflow, keep only the invoices whose due date is more than 7 days ago and whose remaining balance is greater than zero. Filter locally rather than relying on bracketed date filters because balance-greater-than-zero is not something the list endpoint filters on directly.

Step 2. Group the surviving invoices by customer. For each unique customer, call Service Fusion Get Customer to resolve the contact email, the customer name, and any prior job context that helps personalize the note. Drop any customer that does not have a valid email on file.

Step 3. For each remaining customer, draft one warm-but-firm reminder email that covers every one of their overdue invoices in a single message. Reference the specific invoice numbers, the amount due on each, the service performed, and how many days past due each invoice is. Keep the tone professional and human, thank them for their business, and make it easy to reply with questions or a payment update.

Step 4. Send each email through Gmail Send a Message from the account owner's mailbox so replies land in the right inbox.

Step 5. Post a short internal recap in Slack with Slack Send a Message. List each customer that was contacted, the number of overdue invoices they were reminded about, and their outstanding balance, then finish with the total dollars being chased this week. This Slack recap is the system of record for who was contacted, because Service Fusion only exposes read and create operations and cannot be updated to flag an invoice as chased.

Constraints: cap sends to customers with a valid email; always group multiple overdue invoices per customer into one email; never send more than one reminder per customer per run.