Invoices Due with ability to see filter parameters based on subscription variables.
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Overview
Overview
Notifies each weekday morning all the invoices coming due based on your filters set in available variables. Can filter to only report on Blanket PO field or ALL POs. The intent is to be able to track invoices from time of creation, whether for a manual credit card process, sales rep follow up if unpaid, or any other 'extra-special' need.
Run Schedule: Weekdays AM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Blanket POs to check for (separated by a comma) OR left BLANK will consider ALL
Variable X: Enter Qty of Days to Notify relative to Invoice Due Date (-5 for five days before, 5 for five days after)
Variable Y: Amount due > $ (whole numbers only, no decimals please)
Variable Z: Branch Numbers to trigger on, separated by comma, or leave blank for ALL.
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Alert Functionality
Alert Functionality
-Email is sorted by Branch Number, then by Amount Due
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Best Practices & Tips
Best Practices & Tips
None at this time
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Related Alerts
Related Alerts
ID273 - Alert all Contract invoices past due > W Days
ID407 - Outstanding Invoice/Credit Past Due X Days
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