Add Reminders in Google Sheets

[Jsesso21]

Hello - Does anyone have experience with the 'Add Reminders' add-on in Google Sheets? I thought it would be the perfect solution to creating an automated email payment reminder system for my company, but it seems to not want to let me have multiple dates in the same column. It gives me a warning notice that this could cause issues in tracking emails. Has anyone dealt with this and does anyone know how to get around it? Thanks!

 

[excel_learnerz]

I'm not familiar with the specific issue you are encountering with the 'Add Reminders' add-on in Google Sheets, but I can provide some general advice on creating an automated email payment reminder system.

One approach is to use Google Apps Script, which allows you to write custom code to automate tasks in Google Sheets, including sending emails based on certain conditions.

Here is an example script that sends an email reminder to customers who have an outstanding balance on a certain date:

function sendPaymentReminders() {
  var ss = SpreadsheetApp.getActiveSpreadsheet();
  var sheet = ss.getSheetByName("Sheet1"); // replace with the name of your sheet
  var range = sheet.getRange("A2:D"); // replace with the range of your data
  
  var data = range.getValues();
  var today = new Date();
  var messages = [];
  
  for (var i = 0; i < data.length; i++) {
    var customer = data[i][0];
    var email = data[i][1];
    var balance = data[i][2];
    var dueDate = new Date(data[i][3]);
    
    if (balance > 0 && today >= dueDate) {
      var subject = "Payment Reminder: Your balance is overdue";
      var body = "Dear " + customer + ",\n\nThis is a reminder that your balance of $" + balance.toFixed(2) + " is now overdue. Please submit payment as soon as possible to avoid late fees.\n\nThank you for your prompt attention to this matter.";
      messages.push({to: email, subject: subject, body: body});
    }
  }
  
  for (var j = 0; j < messages.length; j++) {
    var message = messages[j];
    MailApp.sendEmail(message.to, message.subject, message.body);
  }
}

To use this script, you would need to create a sheet with columns for customer name, email address, balance, and due date. You can then set up a trigger to run the sendPaymentReminders function on a schedule (e.g. daily, weekly, etc.).

This script checks the balance and due date for each customer and sends an email reminder if the balance is overdue. You can customize the email subject and body to fit your specific needs.

This approach allows you to have multiple dates in the same column and avoids the issues with tracking emails that you mentioned. It also gives you more control over the email content and scheduling than using an add-on.