Email finance what each customer owes in overdue invoices
On the 1st, emails finance each customer with overdue invoices and what they owe, plus the total.
Apps it connects
Authenticate each one once and the workflow is ready to run.
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.
- 1QuickBooks OnlineList invoicesFinds the overdue invoices, already added up per customer.
If
overdue.countis more than 0- 2GmailSendEmails the list to finance.
- 2
How it works
What happens on each run, in plain English.
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.
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