Weekly

See unpaid PayPal invoices every Monday

A Monday email lists invoices sent but not fully paid, oldest due date first.

Runs: Weekly
Apps: PayPal
AI: Not needed
Access: REST app with invoicing

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, email me my PayPal invoices that are sent or partially paid, sorted by due date with the oldest first.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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Why use it

Why teams use this automation

A weekly look at unpaid invoices is something every small business means to do and rarely does. PayPal does show invoice statuses, but the useful view, everything still owed sorted by how late it is, takes several clicks and some mental arithmetic. So Monday comes and goes, and an invoice sent six weeks ago stays unpaid without anyone noticing.

Each Monday, PayPal is searched for invoices that are sent or partially paid. They are sorted by due date, so the most overdue ones sit at the top, and the list arrives by email. Reading it takes under a minute, and it tells you who to call, who to remind and how much is outstanding in total.

It suits freelancers, consultants and small agencies billing through PayPal who want a regular, low-effort habit around collecting money.

What you get out of it

Start the week knowing who owes you
A Monday list of unpaid invoices sets the agenda for collections. You can send two or three nudges before nine and spend the rest of the week on work. That habit alone shortens the time money spends unpaid.
Oldest debts rise to the top
Sorting by due date puts the most overdue invoice first. The ones most at risk of never being paid get attention before newer ones that will probably be paid on their own.
Partial payments are not forgotten
Including partially paid invoices means a client who paid half and stopped still appears. Those balances are easy to overlook and often equal real money. You avoid committing money that has not yet arrived.
Totals support planning
Seeing how much is outstanding each week helps you decide on spending and hiring. If a large amount is unpaid, you may delay a purchase until it arrives. Those year-end conversations go much faster with dates already in hand.
A weekly trail for your accountant
Saved Monday emails show what was outstanding at each point in the year. It helps with year-end bad-debt decisions and with explaining cash flow to a bookkeeper. Records like these also help when a client later disputes an amount.

How it works

What happens, step by step

Every Monday, ClickRuntime finds your PayPal invoices that are sent but unpaid or only partly paid.
It sorts them by due date, oldest first.
You get an email listing each invoice with its number, due date, customer, amount and status.

Before it runs live

Connect PayPal

What you get

RunsWeekly

See unpaid PayPal invoices every Mondaytoday, 9:00Succeeded

Email · Unpaid invoices- INV-0042 due 2026-09-30: ap@northwind.example, USD 1,200.00 (SENT)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other PayPal steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

unpaid_invoice_reminder_digest.pyexample

from clickruntime import on_trigger, credentials, http, notify

API = "https://api-m.paypal.com"

def paypal_headers():
    resp = http.post(f"{API}/v1/oauth2/token", data={"grant_type": "client_credentials"},
                     auth=(credentials.secret("PAYPAL_CLIENT_ID"), credentials.secret("PAYPAL_CLIENT_SECRET")))
    resp.raise_for_status()
    return {"Authorization": f"Bearer {resp.json()['access_token']}"}

@on_trigger
def run(event):
    resp = http.post(f"{API}/v2/invoicing/search-invoices", headers=paypal_headers(),
                     params={"page_size": 100}, json={"status": ["SENT", "PARTIALLY_PAID"]})
    resp.raise_for_status()
    invoices = sorted(resp.json().get("items", []),
                      key=lambda i: i["detail"].get("payment_term", {}).get("due_date", "9999"))
    if not invoices:
        return {"unpaid": 0}
    lines = [f"- {i['detail']['invoice_number']} due {i['detail'].get('payment_term', {}).get('due_date', 'n/a')}: "
             f"{i['primary_recipients'][0]['billing_info']['email_address']}, "
             f"{i['due_amount']['currency_code']} {i['due_amount']['value']} ({i['status']})" for i in invoices]
    notify.email_me(f"{len(invoices)} unpaid PayPal invoices", "\n".join(lines))
    return {"unpaid": len(invoices)}

FAQ

Common questions

Which invoice statuses are included?

Invoices marked sent or partially paid are included because they still have a balance due. Paid, canceled, refunded and draft invoices are excluded, so the list shows only money you are still waiting to collect. Nothing else is listed.

Does this send reminders to my clients?

No. It only emails you the list. If you want clients to be reminded automatically, a separate daily reminder setup can do that, and it can use the same overdue logic with a limit on how often each client hears from you.

Can I get the digest on a different day?

Yes. Monday is the default, but any day works. Give your AI assistant the day you prefer, such as Friday afternoon, and approve the updated schedule before it takes effect. The change is quick to make.

What permissions does it need?

REST app with invoicing. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Daily