Emails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.
Uses
Gmail
QuickBooks Online
Chase overdue QuickBooks invoices
Run every weekday at 09:00.Run every weekday at 09:00.
Set summaryEmail to blank.Set summaryEmail to blank.Set sendToCustomers to false.Set sendToCustomers to false.Set signOffName to blank.Set signOffName to blank.Set firstReminderDays to 3.Set firstReminderDays to 3.Set secondReminderDays to 14.Set secondReminderDays to 14.Set thirdReminderDays to 30.Set thirdReminderDays to 30.Set liveMode to false.Set liveMode to false.
If sendToCustomers is yesIf sendToCustomers is yesYes
Change liveMode to true.Change liveMode to true.Else if @sendToCustomers isn't no
Stop and report a problem: Set the 'sendToCustomers' step to true to email reminders to your customers, or to false to get a preview of them in your own inbox first. Nothing was sent.Stop and report a problem: Set the 'sendToCustomers' step to true to email reminders to your customers, or to false to get a preview of them in your own inbox first. Nothing was sent.Otherwise
No steps
Get today's date and save it as today.Get today's date and save it as today.Set reminderHistory to an empty list.Set reminderHistory to an empty list.
If a step below fails, save the error as historyErrorIf a step below fails, save the error as historyErrorTry
Get the stored value 'invoice_reminder_history'. Save it as storedHistory.Get the stored value 'invoice_reminder_history'. Save it as storedHistory.If storedHistory.found is yesIf storedHistory.found is yesYes
Change reminderHistory to storedHistory.value.Change reminderHistory to storedHistory.value.No
No steps
On error
Stop and report a problem: Couldn't read the record of reminders already sent, so nothing was sent this morning: that record is what stops a customer being chased twice. Lodol said: historyError.message.Stop and report a problem: Couldn't read the record of reminders already sent, so nothing was sent this morning: that record is what stops a customer being chased twice. Lodol said: historyError.message.Set businessName to blank.Set businessName to blank.Set overdueInvoices to an empty list.Set overdueInvoices to an empty list.Set nextPage to 1.Set nextPage to 1.Set morePages to true.Set morePages to true.If a step below fails, save the error as quickbooksErrorIf a step below fails, save the error as quickbooksErrorTry
If signOffName is blankIf signOffName is blankYes
QuickBooks OnlineGet QuickBooks company info. Save it as company.Get QuickBooks company info. Save it as company.
Trim company.CompanyInfo.CompanyName and save it as businessName.Trim company.CompanyInfo.CompanyName and save it as businessName.No
Trim signOffName and save it as businessName.Trim signOffName and save it as businessName.
While morePages is yes:While morePages is yes:QuickBooks Online List up to 1000 QuickBooks invoices. Save it as overduePage. List up to 1000 QuickBooks invoices. Save it as overduePage.
Combine overdueInvoices and overduePage.QueryResponse.Invoice into one list and save it as overdueInvoices. Combine overdueInvoices and overduePage.QueryResponse.Invoice into one list and save it as overdueInvoices. Change morePages to overduePage.has_more. Change morePages to overduePage.has_more. Change nextPage to overduePage.next_start_position. Change nextPage to overduePage.next_start_position.On error
Stop and report a problem: QuickBooks couldn't be read, so no reminders were sent this morning. Check that QuickBooks is still connected in Lodol. QuickBooks said: quickbooksError.message.Stop and report a problem: QuickBooks couldn't be read, so no reminders were sent this morning. Check that QuickBooks is still connected in Lodol. QuickBooks said: quickbooksError.message.If businessName is blankIf businessName is blankYes
Stop and report a problem: Your QuickBooks company has no name to sign the reminders with. Put the name to sign off with in the 'signOffName' step at the top of this workflow, then run it again. Nothing was sent.Stop and report a problem: Your QuickBooks company has no name to sign the reminders with. Put the name to sign off with in the 'signOffName' step at the top of this workflow, then run it again. Nothing was sent.No
No steps
Keep only Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, CurrencyRef, CustomerRef, and BillEmail in overdueInvoices and save it as overdueInvoices.Keep only Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, CurrencyRef, CustomerRef, and BillEmail in overdueInvoices and save it as overdueInvoices.Sort overdueInvoices by DueDate, smallest first and save it as overdueInvoices.Sort overdueInvoices by DueDate, smallest first and save it as overdueInvoices.Match overdueInvoices with reminderHistory by Id and invoice_id and save it as overdueInvoices.Match overdueInvoices with reminderHistory by Id and invoice_id and save it as overdueInvoices.Set overdueNow to an empty list.Set overdueNow to an empty list.Set remindersDue to an empty list.Set remindersDue to an empty list.Set stillOverdueLines to an empty list.Set stillOverdueLines to an empty list.Set updatedHistory to an empty list.Set updatedHistory to an empty list.For each invoice in overdueInvoices:For each invoice in overdueInvoices:Count the days from invoice.DueDate to today and save it as daysOverdue.Count the days from invoice.DueDate to today and save it as daysOverdue.If daysOverdue is less than 1 or invoice.Balance is less than or equal to 0If daysOverdue is less than 1 or invoice.Balance is less than or equal to 0Yes
Skip to the next item.Skip to the next item.No
No steps
Add a record of currency and balance to the end of overdueNow and save it as overdueNow.Add a record of currency and balance to the end of overdueNow and save it as overdueNow.Set stageReached to 0.Set stageReached to 0.If daysOverdue is greater than or equal to thirdReminderDaysIf daysOverdue is greater than or equal to thirdReminderDaysYes
Change stageReached to 3.Change stageReached to 3.Else if @daysOverdue is greater than or equal to @secondRem…
Change stageReached to 2.Change stageReached to 2.Else if @daysOverdue is greater than or equal to @firstRemi…
Change stageReached to 1.Change stageReached to 1.Otherwise
No steps
Set stageSent to 0.Set stageSent to 0.Set stageFlagged to 0.Set stageFlagged to 0.If invoice.due_date is invoice.DueDateIf invoice.due_date is invoice.DueDateYes
Change stageSent to invoice.reminder_stage.Change stageSent to invoice.reminder_stage.Change stageFlagged to invoice.flagged_stage.Change stageFlagged to invoice.flagged_stage.Add a record of invoice id, due date, reminder stage, and flagged stage to the end of updatedHistory and save it as updatedHistory.Add a record of invoice id, due date, reminder stage, and flagged stage to the end of updatedHistory and save it as updatedHistory.No
No steps
Set numberStyle to thousands.Set numberStyle to thousands.If the length of invoice.CurrencyRef.value is 3If the length of invoice.CurrencyRef.value is 3Yes
Change numberStyle to currency.Change numberStyle to currency.No
No steps
Format invoice.Balance as a number and save it as balanceText.Format invoice.Balance as a number and save it as balanceText.Set amountText to balanceText.Set amountText to balanceText.If invoice.Balance is less than invoice.TotalAmtIf invoice.Balance is less than invoice.TotalAmtYes
Format invoice.TotalAmt as a number and save it as totalText.Format invoice.TotalAmt as a number and save it as totalText.Build the text @balanceText still to pay of @totalText and save it as amountText.Build the text @balanceText still to pay of @totalText and save it as amountText.No
No steps
Make invoice.DueDate readable as “November 2, 2026” and save it as dueDateText.Make invoice.DueDate readable as “November 2, 2026” and save it as dueDateText.Set invoiceName to invoice.DocNumber.Set invoiceName to invoice.DocNumber.If invoice.DocNumber is emptyIf invoice.DocNumber is emptyYes
Make invoice.TxnDate readable as “November 2, 2026” and save it as issuedText.Make invoice.TxnDate readable as “November 2, 2026” and save it as issuedText.Change invoiceName to dated issuedText.Change invoiceName to dated issuedText.No
No steps
Set daysText to daysOverdue days overdue.Set daysText to daysOverdue days overdue.If daysOverdue is 1If daysOverdue is 1Yes
Change daysText to 1 day overdue.Change daysText to 1 day overdue.No
No steps
Build the text • @invoice.CustomerRef.name, invoice @invoiceName: @amountText, @daysText and save it as summaryLine.Build the text • @invoice.CustomerRef.name, invoice @invoiceName: @amountText, @daysText and save it as summaryLine.If stageReached is greater than stageSentIf stageReached is greater than stageSentYes
Merge a record of stage reached, stage sent, stage flagged, and 5 more into invoice and save it as dueForReminder.Merge a record of stage reached, stage sent, stage flagged, and 5 more into invoice and save it as dueForReminder.Add dueForReminder to the end of remindersDue and save it as remindersDue.Add dueForReminder to the end of remindersDue and save it as remindersDue.No
Set progress to first reminder goes out at firstReminderDays days overdue.Set progress to first reminder goes out at firstReminderDays days overdue.If stageSent is 3If stageSent is 3Yes
Change progress to third and last reminder sent.Change progress to third and last reminder sent.Else if @stageSent is 2
Build the text second reminder sent; the third goes out at @thirdReminderDays days overdue and save it as progress.Build the text second reminder sent; the third goes out at @thirdReminderDays days overdue and save it as progress.Else if @stageSent is 1
Build the text first reminder sent; the second goes out at @secondReminderDays days overdue and save it as progress.Build the text first reminder sent; the second goes out at @secondReminderDays days overdue and save it as progress.Otherwise
No steps
Add summaryLine (progress) to the end of stillOverdueLines and save it as stillOverdueLines.Add summaryLine (progress) to the end of stillOverdueLines and save it as stillOverdueLines.Group the items in remindersDue by CustomerRef.value and save it as customersToChase.Group the items in remindersDue by CustomerRef.value and save it as customersToChase.Set chasedLines to an empty list.Set chasedLines to an empty list.Set chasedCount to 0.Set chasedCount to 0.Set noEmailLines to an empty list.Set noEmailLines to an empty list.Set problems to an empty list.Set problems to an empty list.Set examples to an empty list.Set examples to an empty list.Set sampledStages to an empty list.Set sampledStages to an empty list.Set sampleAttachments to an empty list.Set sampleAttachments to an empty list.Set sentVerb to would go to .Set sentVerb to would go to .If liveMode is yesIf liveMode is yesYes
Change sentVerb to sent to .Change sentVerb to sent to .No
No steps
For each customer in customersToChase:For each customer in customersToChase:Get the first item of customer.items and save it as firstInvoice.Get the first item of customer.items and save it as firstInvoice.Get BillEmail.Address from every item in customer.items and save it as billEmails.Get BillEmail.Address from every item in customer.items and save it as billEmails.Remove duplicates and empty items from billEmails and save it as knownEmails.Remove duplicates and empty items from billEmails and save it as knownEmails.Join knownEmails with , and save it as sendTo.Join knownEmails with , and save it as sendTo.If customer.key is blankIf customer.key is blankYes
Change sendTo to blank.Change sendTo to blank.No
No steps
If sendTo is blank and customer.key isn't blankIf sendTo is blank and customer.key isn't blankYes
If a step below fails, save the error as lookupErrorIf a step below fails, save the error as lookupErrorTry
QuickBooks OnlineGet QuickBooks customer customer.key. Save it as customerRecord.Get QuickBooks customer customer.key. Save it as customerRecord.Trim customerRecord.Customer.PrimaryEmailAddr.Address and save it as sendTo.Trim customerRecord.Customer.PrimaryEmailAddr.Address and save it as sendTo.On error
Add • firstInvoice.CustomerRef.name: couldn't look up their email address in QuickBooks (lookupError.message), so no reminder went out. It will be tried again on the next run. to the end of problems and save it as problems.Add • firstInvoice.CustomerRef.name: couldn't look up their email address in QuickBooks (lookupError.message), so no reminder went out. It will be tried again on the next run. to the end of problems and save it as problems.Skip to the next item.Skip to the next item.No
No steps
If sendTo is blankIf sendTo is blankYes
For each unreachable in customer.items:For each unreachable in customer.items: If unreachable.stage_reached is greater than unreachable.stage_flagged If unreachable.stage_reached is greater than unreachable.stage_flaggedYes
Add unreachable.summary_line: there's no email address on the invoice or on the customer in QuickBooks, so it can't be chased. Add one and its reminder goes out on the next run. to the end of noEmailLines and save it as noEmailLines.Add unreachable.summary_line: there's no email address on the invoice or on the customer in QuickBooks, so it can't be chased. Add one and its reminder goes out on the next run. to the end of noEmailLines and save it as noEmailLines.Keep each item in updatedHistory where item.invoice_id is not unreachable.Id and save it as historyWithoutUnreachable.Keep each item in updatedHistory where item.invoice_id is not unreachable.Id and save it as historyWithoutUnreachable.Add a record of invoice id, due date, reminder stage, and flagged stage to the end of historyWithoutUnreachable and save it as updatedHistory.Add a record of invoice id, due date, reminder stage, and flagged stage to the end of historyWithoutUnreachable and save it as updatedHistory.No
Add unreachable.summary_line (no email address in QuickBooks, so not chased) to the end of stillOverdueLines and save it as stillOverdueLines.Add unreachable.summary_line (no email address in QuickBooks, so not chased) to the end of stillOverdueLines and save it as stillOverdueLines.Skip to the next item.Skip to the next item.No
No steps
Get stage_reached from every item in customer.items and save it as stagesReached.Get stage_reached from every item in customer.items and save it as stagesReached.Find the largest number in stagesReached and save it as reminderStage.Find the largest number in stagesReached and save it as reminderStage.Set writeEmail to true.Set writeEmail to true.If liveMode is no and sampledStages contains reminderStageIf liveMode is no and sampledStages contains reminderStageYes
Change writeEmail to false.Change writeEmail to false.No
No steps
If writeEmail is yesIf writeEmail is yesYes
Set invoicePdfs to an empty list.Set invoicePdfs to an empty list.Set pdfProblem to blank.Set pdfProblem to blank.For each pdfInvoice in customer.items:For each pdfInvoice in customer.items: If a step below fails, save the error as pdfError If a step below fails, save the error as pdfErrorTry
QuickBooks OnlineGet the PDF of QuickBooks invoice pdfInvoice. Save it as invoicePdf.Get the PDF of QuickBooks invoice pdfInvoice. Save it as invoicePdf.Add invoicePdf.document_ref to the end of invoicePdfs and save it as invoicePdfs.Add invoicePdf.document_ref to the end of invoicePdfs and save it as invoicePdfs.On error
Build the text @pdfInvoice.summary_line: couldn't get the invoice PDF from QuickBooks (@pdfError.message), so no reminder went out. It will be tried again on the next run. and save it as pdfProblem.Build the text @pdfInvoice.summary_line: couldn't get the invoice PDF from QuickBooks (@pdfError.message), so no reminder went out. It will be tried again on the next run. and save it as pdfProblem.Stop repeating.Stop repeating.If pdfProblem isn't blankIf pdfProblem isn't blankYes
Add pdfProblem to the end of problems and save it as problems.Add pdfProblem to the end of problems and save it as problems.Skip to the next item.Skip to the next item.No
No steps
Set invoiceRef to invoice firstInvoice.invoice_name.Set invoiceRef to invoice firstInvoice.invoice_name.Set thisInvoice to this invoice.Set thisInvoice to this invoice.Set copyNote to A copy of the invoice is attached.Set copyNote to A copy of the invoice is attached.If customer.count is greater than 1If customer.count is greater than 1Yes
Change invoiceRef to customer.count invoices.Change invoiceRef to customer.count invoices.Change thisInvoice to these invoices.Change thisInvoice to these invoices.Change copyNote to A copy of each invoice is attached.Change copyNote to A copy of each invoice is attached.No
No steps
Build the text Friendly reminder: @invoiceRef from @businessName and save it as emailSubject.Build the text Friendly reminder: @invoiceRef from @businessName and save it as emailSubject.Build the text We hope all is well. This is a friendly reminder that payment for @thisInvoice is now past due: and save it as opening.Build the text We hope all is well. This is a friendly reminder that payment for @thisInvoice is now past due: and save it as opening.Build the text @copyNote for convenience. If payment is already on its way, thank you, and please disregard this note. If anything looks wrong, just reply to this email and w... and save it as closing.Build the text @copyNote for convenience. If payment is already on its way, thank you, and please disregard this note. If anything looks wrong, just reply to this email and w... and save it as closing.If reminderStage is 3If reminderStage is 3Yes
Build the text Payment overdue: @invoiceRef from @businessName and save it as emailSubject.Build the text Payment overdue: @invoiceRef from @businessName and save it as emailSubject.Build the text Payment for @thisInvoice is now well past due, and we haven't yet received it: and save it as opening.Build the text Payment for @thisInvoice is now well past due, and we haven't yet received it: and save it as opening.Build the text @copyNote. We'd be grateful if you could arrange payment as soon as possible, or reply to let us know when to expect it. If something is holding it up, please ... and save it as closing.Build the text @copyNote. We'd be grateful if you could arrange payment as soon as possible, or reply to let us know when to expect it. If something is holding it up, please ... and save it as closing.Else if @reminderStage is 2
Build the text Following up: @invoiceRef from @businessName and save it as emailSubject.Build the text Following up: @invoiceRef from @businessName and save it as emailSubject.Build the text We're following up because our records still don't show payment for @thisInvoice: and save it as opening.Build the text We're following up because our records still don't show payment for @thisInvoice: and save it as opening.Build the text @copyNote. Could you let us know when we can expect payment? If you've already paid, thank you, and please let us know so we can update our records. If anythin... and save it as closing.Build the text @copyNote. Could you let us know when we can expect payment? If you've already paid, thank you, and please let us know so we can update our records. If anythin... and save it as closing.Otherwise
No steps
Set customerLines to an empty list.Set customerLines to an empty list.For each listedInvoice in customer.items:For each listedInvoice in customer.items: Add • Invoice listedInvoice.invoice_name: listedInvoice.amount_text, due listedInvoice.due_date_text (listedInvoice.days_text) to the end of customerLines and save it as customerLines. Add • Invoice listedInvoice.invoice_name: listedInvoice.amount_text, due listedInvoice.due_date_text (listedInvoice.days_text) to the end of customerLines and save it as customerLines.Join customerLines with a new line and save it as invoiceList.Join customerLines with a new line and save it as invoiceList.Set greetName to firstInvoice.CustomerRef.name.Set greetName to firstInvoice.CustomerRef.name.If greetName contains :If greetName contains :Yes
Get the text before : in greetName and save it as greetName.Get the text before : in greetName and save it as greetName.No
No steps
Build the text Hi @greetName, @opening @invoiceList @closing Kind regards, @businessName and save it as reminderBody.Build the text Hi @greetName, @opening @invoiceList @closing Kind regards, @businessName and save it as reminderBody.If liveMode is yesIf liveMode is yesYes
If a step below fails, save the error as sendErrorIf a step below fails, save the error as sendErrorTry
GmailSend an email to sendTo.Send an email to sendTo.
Subject: emailSubjectreminderBodyOn error
Add • firstInvoice.CustomerRef.name: the reminder for invoiceRef couldn't be sent to sendTo (sendError.message). It will be tried again on the next run. to the end of problems and save it as problems.Add • firstInvoice.CustomerRef.name: the reminder for invoiceRef couldn't be sent to sendTo (sendError.message). It will be tried again on the next run. to the end of problems and save it as problems.Skip to the next item.Skip to the next item.For each sentInvoice in customer.items:For each sentInvoice in customer.items: Keep each item in updatedHistory where item.invoice_id is not sentInvoice.Id and save it as historyWithoutSent. Keep each item in updatedHistory where item.invoice_id is not sentInvoice.Id and save it as historyWithoutSent. Add a record of invoice id, due date, reminder stage, and flagged stage to the end of historyWithoutSent and save it as updatedHistory. Add a record of invoice id, due date, reminder stage, and flagged stage to the end of historyWithoutSent and save it as updatedHistory.If a step below fails, save the error as recordErrorIf a step below fails, save the error as recordErrorTry
Set the stored value 'invoice_reminder_history' to updatedHistory.Set the stored value 'invoice_reminder_history' to updatedHistory.On error
Stop and report a problem: The reminder to firstInvoice.CustomerRef.name (invoiceRef) was sent, but Lodol couldn't record it (recordError.message), so the run stopped there rather than send any more. Reminders sent before it are recorded and won't repeat, but the next run has no record of this one, so firstInvoice.CustomerRef.name will get it a second time.Stop and report a problem: The reminder to firstInvoice.CustomerRef.name (invoiceRef) was sent, but Lodol couldn't record it (recordError.message), so the run stopped there rather than send any more. Reminders sent before it are recorded and won't repeat, but the next run has no record of this one, so firstInvoice.CustomerRef.name will get it a second time.No
Add reminderStage to the end of sampledStages and save it as sampledStages.Add reminderStage to the end of sampledStages and save it as sampledStages.Combine sampleAttachments and invoicePdfs into one list and save it as sampleAttachments.Combine sampleAttachments and invoicePdfs into one list and save it as sampleAttachments.Look up reminderStage in a table and save it as sampleName.Look up reminderStage in a table and save it as sampleName.Add ———Add ———
The sampleName, as firstInvoice.CustomerRef.name would receive it (its invoice is attached to this email)
To: sendTo
Subject: emailSubject
reminderBody to the end of examples and save it as examples.No
No steps
For each chasedInvoice in customer.items:For each chasedInvoice in customer.items:Look up chasedInvoice.stage_reached in a table and save it as stageName.Look up chasedInvoice.stage_reached in a table and save it as stageName.Add chasedInvoice.summary_line, stageName@sentVerb@sendTo to the end of chasedLines and save it as chasedLines.Add chasedInvoice.summary_line, stageName@sentVerb@sendTo to the end of chasedLines and save it as chasedLines.Add 1 to chasedCount.Add 1 to chasedCount.If liveMode is yesIf liveMode is yesYes
If a step below fails, save the error as tidyErrorIf a step below fails, save the error as tidyErrorTry
Set the stored value 'invoice_reminder_history' to updatedHistory.Set the stored value 'invoice_reminder_history' to updatedHistory.On error
Add • Couldn't update the record of reminders sent (tidyError.message). Nothing will be sent twice, but some notes in this summary may appear again next time. to the end of problems and save it as problems.Add • Couldn't update the record of reminders sent (tidyError.message). Nothing will be sent twice, but some notes in this summary may appear again next time. to the end of problems and save it as problems.No
No steps
Count the items in overdueNow and save it as overdueCount.Count the items in overdueNow and save it as overdueCount.If overdueCount is 0If overdueCount is 0Yes
Finish the run: No overdue invoices in QuickBooks this morning, so there was nothing to chase.Finish the run: No overdue invoices in QuickBooks this morning, so there was nothing to chase.No
No steps
Group the items in overdueNow by currency, with the total balance of each and save it as currencyTotals.Group the items in overdueNow by currency, with the total balance of each and save it as currencyTotals.Set totalParts to an empty list.Set totalParts to an empty list.For each currencyGroup in currencyTotals:For each currencyGroup in currencyTotals:Set totalStyle to thousands.Set totalStyle to thousands.If the length of currencyGroup.key is 3If the length of currencyGroup.key is 3Yes
Change totalStyle to currency.Change totalStyle to currency.No
No steps
Format currencyGroup.total as a number and save it as groupTotalText.Format currencyGroup.total as a number and save it as groupTotalText.Add groupTotalText to the end of totalParts and save it as totalParts.Add groupTotalText to the end of totalParts and save it as totalParts.Join totalParts with and and save it as totalsText.Join totalParts with and and save it as totalsText.Set overdueWord to invoices.Set overdueWord to invoices.If overdueCount is 1If overdueCount is 1Yes
Change overdueWord to invoice.Change overdueWord to invoice.No
No steps
Combine problems and noEmailLines into one list and save it as attentionLines.Combine problems and noEmailLines into one list and save it as attentionLines.If chasedCount is 0 and the length of attentionLines is 0 is yesIf chasedCount is 0 and the length of attentionLines is 0 is yesYes
Finish the run: No reminders were due this morning. Still overdue: overdueCount overdueWord, totalsText in all. Each will be chased when it reaches its next reminder.Finish the run: No reminders were due this morning. Still overdue: overdueCount overdueWord, totalsText in all. Each will be chased when it reaches its next reminder.No
No steps
Set chasedWord to invoices.Set chasedWord to invoices.If chasedCount is 1If chasedCount is 1Yes
Change chasedWord to invoice.Change chasedWord to invoice.No
No steps
Set chasedPart to Preview: no reminders due.Set chasedPart to Preview: no reminders due.If liveMode is yes and chasedCount is greater than 0If liveMode is yes and chasedCount is greater than 0Yes
Build the text Chased @chasedCount @chasedWord and save it as chasedPart.Build the text Chased @chasedCount @chasedWord and save it as chasedPart.Else if @liveMode is yes
Change chasedPart to No reminders sent.Change chasedPart to No reminders sent.Else if @chasedCount is greater than 0
Build the text Preview: @chasedCount @chasedWord ready to chase and save it as chasedPart.Build the text Preview: @chasedCount @chasedWord ready to chase and save it as chasedPart.Otherwise
No steps
Build the text @chasedPart · @totalsText overdue across @overdueCount @overdueWord and save it as headline.Build the text @chasedPart · @totalsText overdue across @overdueCount @overdueWord and save it as headline.Set previewNote to blank.Set previewNote to blank.If liveMode is noIf liveMode is noYes
Change previewNote to:Change previewNote to:This is a preview: nothing has been sent to your customers. Below is what would have gone out this morning, with each kind of reminder written out in full at the end and its invoice attached to this email. When you're happy with them, set the 'sendToCustomers' step to true and the next run sends them for real.No
No steps
Set attentionSection to blank.Set attentionSection to blank.If attentionLines isn't emptyIf attentionLines isn't emptyYes
Join attentionLines with a new line and save it as attentionText.Join attentionLines with a new line and save it as attentionText.Build the text Needs your attention: @attentionText and save it as attentionSection.Build the text Needs your attention: @attentionText and save it as attentionSection.No
No steps
Set chasedSection to blank.Set chasedSection to blank.If chasedCount is greater than 0If chasedCount is greater than 0Yes
Join chasedLines with a new line and save it as chasedText.Join chasedLines with a new line and save it as chasedText.Set chasedHeading to:Set chasedHeading to:Reminders that would go out this morning:If liveMode is yesIf liveMode is yesYes
Change chasedHeading to:Change chasedHeading to:Reminders sent this morning:No
No steps
Build the text @chasedHeading@chasedText and save it as chasedSection.Build the text @chasedHeading@chasedText and save it as chasedSection.No
No steps
Set stillOverdueSection to blank.Set stillOverdueSection to blank.If stillOverdueLines isn't emptyIf stillOverdueLines isn't emptyYes
Join stillOverdueLines with a new line and save it as stillOverdueText.Join stillOverdueLines with a new line and save it as stillOverdueText.Build the text Still overdue: @stillOverdueText and save it as stillOverdueSection.Build the text Still overdue: @stillOverdueText and save it as stillOverdueSection.No
No steps
Join examples with a blank line and save it as examplesText.Join examples with a blank line and save it as examplesText.If a step below fails, save the error as summaryErrorIf a step below fails, save the error as summaryErrorTry
GmailSend an email to summaryEmail.Send an email to summaryEmail.
Subject: headlineheadline
previewNote@attentionSection@chasedSection@stillOverdueSection@examplesTextOn error
Add • The summary email couldn't be sent to summaryEmail (summaryError.message). to the end of problems and save it as problems.Add • The summary email couldn't be sent to summaryEmail (summaryError.message). to the end of problems and save it as problems.If problems isn't emptyIf problems isn't emptyYes
Join problems with a new line and save it as problemText.Join problems with a new line and save it as problemText.Stop and report a problem: headline. Not everything went through:Stop and report a problem: headline. Not everything went through:
problemText.No
No steps
Finish the run: headline. The summary went to summaryEmail.Finish the run: headline. The summary went to summaryEmail.