On the 1st, emails finance each customer with overdue invoices and what they owe, plus the total.
Uses
Gmail
QuickBooks Online
Email finance what each customer owes in overdue invoices
Run every month on day 1 at 09:00.Run every month on day 1 at 09:00.
Finance team's emailSet finance to blank.Overdue invoicesList up to 1000 QuickBooks invoices. Save it as overdue.QuickBooks Online
Is anything overdue?If overdue.count is greater than 0Yes
What each customer owesMake a table of overdue.customers Save it as table.Email financeSend an email to finance. Save it as sent.
Subject: Overdue invoices<p>Customers owe overdue.total_balance_display in total.</p>table.htmlGmailNo
No steps