Quickbook发票提醒
中级
这是一个Invoice Processing领域的自动化工作流，包含 10 个节点。主要使用 Code, EmailSend, Quickbooks, ScheduleTrigger 等节点。 自动化付款提醒，通过邮件发送分组的QuickBooks发票
前置要求
- •无特殊前置要求，导入即可使用
分类
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "1FISjXuv3wcHwVKc",
"meta": {
"instanceId": "e727f992f69a44655d3d4d5a1d4a30ca3ec1573139240bc4d84b17b8f66642c8",
"templateCredsSetupCompleted": true
},
"name": "Quickbook 发票提醒",
"tags": [],
"nodes": [
{
"id": "d2bb6837-055b-4eba-a34d-4e64a8fabf77",
"name": "获取未付发票",
"type": "n8n-nodes-base.quickbooks",
"position": [
-192,
416
],
"parameters": {
"filters": {
"query": ""
},
"resource": "invoice",
"operation": "getAll",
"returnAll": true
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "r3A6wRAzyp859vQL",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "7748eaef-b6f5-44fb-99e0-8a1a3e71cd66",
"name": "发送提醒邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
848,
416
],
"parameters": {
"html": "={{ $json.emailBody }}",
"text": "=",
"options": {},
"subject": "=Unpaid Invoice Reminder for : {{$json.customer}}",
"toEmail": "={{ $json.invoices[0].json.BillEmail.Address }}",
"fromEmail": "placeholderEmail"
},
"credentials": {
"smtp": {
"id": "ZSjtbi8UmObTzmbO",
"name": "SMTP account"
}
},
"typeVersion": 1
},
{
"id": "ee0eefd1-3bb9-4d6e-8482-90360990b4c4",
"name": "发票模板",
"type": "n8n-nodes-base.code",
"position": [
432,
416
],
"parameters": {
"jsCode": "// This code runs for each item passed to the node.\n// We assume the input is the single item containing the customer and their invoices.\nconst item = $items(\"Get Customer Wise Invoice list\")[0];\n\n// Extract the customer name and the array of invoices\nconst customerName = item.json.customer;\nconst invoices = item.json.invoices;\n\n// --- 1. Process the Invoices ---\n\nlet totalAmountDue = 0;\nlet invoiceRows = ''; // This will hold the HTML for the table rows\n\n// Loop through each invoice to build the table rows and calculate the total amount\nfor (const invoice of invoices) {\n totalAmountDue += invoice.json.TotalAmt; // Add the invoice amount to the total\n \n // Create an HTML table row for the current invoice\n invoiceRows += `\n <tr style=\"border-bottom: 1px solid #ddd;\">\n <td style=\"padding: 12px; text-align: left;\">${invoice.json.DocNumber}</td>\n <td style=\"padding: 12px; text-align: left;\">${invoice.json.TxnDate}</td>\n <td style=\"padding: 12px; text-align: left;\">${invoice.json.DueDate}</td>\n <td style=\"padding: 12px; text-align: right; font-weight: bold;\">$${invoice.json.TotalAmt.toFixed(2)}</td>\n </tr>\n `;\n}\n\n// Format the final total to 2 decimal places\nconst formattedTotal = totalAmountDue.toFixed(2);\n\n// --- 2. Build the HTML Email Template ---\n\nconst emailHtml = `\n<!DOCTYPE html>\n<html lang=\"en\">\n<head>\n <meta charset=\"UTF-8\">\n <meta name=\"viewport\" content=\"width=device-width, initial-scale=1.0\">\n <style>\n body {\n font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif;\n margin: 0;\n padding: 0;\n background-color: #f4f4f4;\n }\n .email-container {\n max-width: 600px;\n margin: 20px auto;\n background-color: #ffffff;\n border: 1px solid #e0e0e0;\n border-radius: 8px;\n overflow: hidden;\n }\n .email-header {\n background-color: #007bff;\n color: #ffffff;\n padding: 20px;\n text-align: center;\n }\n .email-header h1 {\n margin: 0;\n font-size: 24px;\n }\n .email-body {\n padding: 30px;\n line-height: 1.6;\n color: #333333;\n }\n .email-body p {\n margin: 0 0 15px 0;\n }\n .invoice-table {\n width: 100%;\n border-collapse: collapse;\n margin: 20px 0;\n }\n .invoice-table th {\n background-color: #f2f2f2;\n padding: 12px;\n text-align: left;\n border-bottom: 2px solid #ddd;\n color: #555;\n }\n .total-row td {\n padding: 15px 12px;\n font-size: 18px;\n font-weight: bold;\n border-top: 2px solid #007bff;\n }\n .email-footer {\n text-align: center;\n padding: 20px;\n font-size: 12px;\n color: #888888;\n background-color: #f4f4f4;\n }\n .cta-button {\n display: inline-block;\n background-color: #28a745;\n color: #ffffff;\n padding: 12px 25px;\n margin-top: 20px;\n border-radius: 5px;\n text-decoration: none;\n font-weight: bold;\n }\n </style>\n</head>\n<body>\n <div class=\"email-container\">\n <div class=\"email-header\">\n <h1>Payment Reminder</h1>\n </div>\n <div class=\"email-body\">\n <p>Dear ${customerName},</p>\n <p>We're writing to kindly remind you about the outstanding balance on your account. We have listed the unpaid invoices below for your convenience.</p>\n \n <table class=\"invoice-table\">\n <thead>\n <tr>\n <th style=\"width: 25%;\">Invoice #</th>\n <th style=\"width: 25%;\">Date</th>\n <th style=\"width: 25%;\">Due Date</th>\n <th style=\"width: 25%; text-align: right;\">Amount</th>\n </tr>\n </thead>\n <tbody>\n ${invoiceRows}\n </tbody>\n </table>\n \n <table style=\"width: 100%; text-align: right;\">\n <tbody>\n <tr class=\"total-row\">\n <td>Total Amount Due: $${formattedTotal}</td>\n </tr>\n </tbody>\n </table>\n \n <p>If you have already made the payment, please disregard this email. If you have any questions about your invoices, feel free to contact us at any time.</p>\n <p>Thank you for your business!</p>\n <a href=\"https://your-payment-portal-link.com\" class=\"cta-button\">Pay Now</a>\n </div>\n <div class=\"email-footer\">\n <p>Your Company Name | 123 Business Rd, Business City, 12345</p>\n </div>\n </div>\n</body>\n</html>\n`;\n\n// --- 3. Return the HTML for the next node ---\n// The generated HTML is placed in the 'emailBody' property\n// This can be easily used in the 'HTML' field of a 'Send Email' node with an expression like: {{$json.emailBody}}\nitem.json.emailBody = emailHtml;\n\nreturn item;"
},
"typeVersion": 2
},
{
"id": "f7ffa78f-3f3a-413a-a2b9-89ab743dfd65",
"name": "获取按客户分类的发票列表",
"type": "n8n-nodes-base.code",
"position": [
176,
416
],
"parameters": {
"jsCode": "const getInvoices = $items(\"Get Unpaid Invoices\");\n\nconst invoices = []\nconst customerId = getInvoices[0].json.CustomerRef.value;\nconst customerName = getInvoices[0].json.CustomerRef.name;\n\nfor (const item of getInvoices) {\n // Access the invoices array from the JSON property of the current item\n \n if(customerId == item.json.CustomerRef.value && item.json.Balance > 0) {\n invoices.push(item)\n }\n \n}\n\n\nreturn {\n \"customer\": customerName,\n \"customerId\": customerId,\n \"invoices\": invoices\n };"
},
"typeVersion": 2
},
{
"id": "3cc14603-de0a-42e1-a495-f4790ff14d4d",
"name": "调度器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-592,
416
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1
},
{
"id": "a6f70c2e-c4f4-416d-9b38-8c741a51dd94",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1920,
-352
],
"parameters": {
"color": 6,
"width": 1104,
"height": 1648,
"content": "# 使用动态发票表格的自动化 QuickBooks 付款提醒"
},
"typeVersion": 1
},
{
"id": "b1d5e894-1873-49da-9249-a837264b133a",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-624,
256
],
"parameters": {
"color": 4,
"width": 288,
"height": 304,
"content": "### 1. 设置您的计划"
},
"typeVersion": 1
},
{
"id": "8345f2e0-1628-4e87-83c2-3aa555fa7887",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-240,
176
],
"parameters": {
"color": 4,
"width": 304,
"height": 400,
"content": "### 2. 连接您的 QuickBooks 账户"
},
"typeVersion": 1
},
{
"id": "6a8ffc03-290d-4940-8f5c-cd792af6d5f7",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
384,
192
],
"parameters": {
"color": 4,
"width": 304,
"height": 368,
"content": "### 3. 个性化您的电子邮件模板"
},
"typeVersion": 1
},
{
"id": "b16553f5-200c-40ee-b106-4c474273b45c",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
192
],
"parameters": {
"color": 4,
"width": 304,
"height": 368,
"content": "### 4. 配置与激活"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "f9793645-ce80-4bfb-9f7b-3e2dbe6a59ec",
"connections": {
"Scheduler": {
"main": [
[
{
"node": "Get Unpaid Invoices",
"type": "main",
"index": 0
}
]
]
},
"Invoice Template": {
"main": [
[
{
"node": "Send Reminder Email",
"type": "main",
"index": 0
}
]
]
},
"Get Unpaid Invoices": {
"main": [
[
{
"node": "Get Customer Wise Invoice list",
"type": "main",
"index": 0
}
]
]
},
"Get Customer Wise Invoice list": {
"main": [
[
{
"node": "Invoice Template",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
中级 - 发票处理
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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