Monthly email of Chargebee invoices 30 days overdue, by customer

Collections start with knowing who is late. On the 1st of each month this finds every Chargebee invoice more than 30 days past due and emails finance one table: each customer, their overdue invoices and what they owe in total, biggest first.

In a month with nothing that late, no email is sent.

Run every month on day 1 at 08:00.Run every month on day 1 at 08:00.

Finance's email addressSet finance_email to blank.

Invoices more than 30 days past dueList invoices. Save it as overdue_invoices.Chargebee

Any invoices more than 30 days past due?If overdue_invoices.count is 0

Yes

Finish the run: No invoices are more than 30 days past due.Finish the run: No invoices are more than 30 days past due.

No

Table of what each customer owesMake a table of overdue_invoices.customers Save it as customers_table.

GmailSend an email to finance_email. Save it as sent.Send an email to finance_email. Save it as sent. Subject: Chargebee invoices more than 30 days past due: overdue_invoices.total_due_display owed<p>Hi,</p><p>Here are the Chargebee invoices more than 30 days past due, grouped by customer.</p><p>Overdue invoices: overdue_invoices.count<br>Total owed: overdue_invoices.total_due_display</p>customers_table.html