Hi!
Trying to understand if there is a way to create a notification off of a past due invoice. For example, creating a trigger off of a past due (net45) Quickbooks invoice and having the action be a slack message, a gmail, or some sort of notification once an invoice gets a certain point past due.
Thank you!
Best answer by SamB
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+11
Welcome to the Community,
I did some checking and found that we’ve got an existing feature request for the ability to trigger on past due invoices (as well as ones due in X number of days). Which sounds like it’s what you’re looking for here so I’ve added your vote to that.
I can’t make any promises as to when that sort of trigger would be added to the Quickbooks Online app, but we’ll be sure to email you as soon as it becomes available!
In the meantime, do you have a different Zap that creates the invoice and sets the due date?
If so, I’m thinking you could add an action to that Zap to add a calendar event on the day the invoice is due, or X number of days after it. Then you could have a Zap that triggers when that event starts and sends out an email notification. Do you think that approach could work or are the invoices added manually?
Thank you so much for this answer! I definitely understand and appreciate you adding my vote :)
For the workaround - they are being added manually and then we utilize the recurring invoices feature in QuickBooks to bill monthly. Just trying to create some automation around past due invoice reach outs.
+11
You’re most welcome
Ah ok. Hmm, I think you could still potentially use the workaround event though the invoices are created manually. You’d just want to set up two Zaps instead of one. For example:
Zap 1 - triggers when a new invoice is created:
Zap 2 - triggers when an invoice is due
Hope that helps. If you run into any issues in setting this up just let me know. Always happy to help further! 🙂
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