Every Monday, emails finance the unpaid QuickBooks bills due within 7 days or overdue, with the total.
Uses
Gmail
QuickBooks Online
Email the vendor bills due this week
Late bills mean late fees and unhappy suppliers. Every Monday at 8:00 this finds the unpaid QuickBooks bills due within the next 7 days, plus any already overdue, and emails finance a table of vendor, bill number, due date and balance, with the total owed in the subject.
When no bills are due, nothing is sent.
Run every Monday at 08:00.Run every Monday at 08:00.
Finance team's emailSet financeEmail to blank.Bills due within 7 days or overdueList up to 1000 QuickBooks bills. Save it as bills_due.QuickBooks Online
If bills_due.count is greater than 0If bills_due.count is greater than 0Yes
Table of billsMake a table of bills_due.QueryResponse.Bill Save it as bills_table.Email the bills to financeSend an email to financeEmail. Save it as email.
Subject: Bills due this week: bills_due.total_displaybills_table.htmlGmailNo
No steps