Emails a thank-you when an invoice is paid, and tells Slack about payments of $10,000 or more.
Uses
Gmail
QuickBooks Online
Slack
Thank customers when they pay a QuickBooks invoice
QuickBooks OnlineWhen an invoice is paid in QuickBooks. Save it as invoice.When an invoice is paid in QuickBooks. Save it as invoice.
If invoice.email isn't blankIf invoice.email isn't blankYes
Thank the customerSend an email to invoice.email. Save it as thanks.
Subject: Thank you for paying invoice invoice.doc_numberHello invoice.customer_name,
Thank you. We received your payment of invoice.total_display for invoice invoice.doc_number.
We appreciate your business.GmailNo
No steps
If invoice.total is greater than or equal to 10000If invoice.total is greater than or equal to 10000Yes
Tell the team about the big paymentSend message to channel. Save it as team_note.invoice.customer_name paid invoice invoice.doc_number: invoice.total_displaySlackNo
No steps