Monthly email of Chargebee invoices 30 days overdue, by customer
On the 1st of each month, emails finance the Chargebee invoices more than 30 days past due, with each customer's total owed.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1ChargebeeList invoicesFinds unpaid invoices more than 30 days past due.
If
overdue_invoices.countis not 0- 2GmailSendEmails the report to finance.
- 2
How it works
What happens on each run, in plain English.
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.
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