Email finance what each customer owes in overdue invoices

Month-end collections start with knowing who owes what. On the 1st of each month this looks at every invoice in QuickBooks that is past its due date and has not been paid.

Finance gets one email with a row per customer, how many invoices are overdue and what they owe, biggest first, and the total at the top. Nothing is sent in a month when nothing is overdue.

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 0

Yes

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.htmlGmail

No

No steps