Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

how do i set up email notifications on payment due dates?

I'm looking to set up an alert email notifications to customers when their due date is approaching. I'd like it to be triggered if payment still hasn't been made 1 week prior to due date, and another ...
Account and realm management
APIs and custom code
App builders
ScottMarks's avatar
ScottMarks
Qrew Member
8 years ago
Have a checkbox with this code (modify it to fit)

If(Today()>=[Due Date],true,false)

Then simply make a notification where: 

If a record was modified, select a specific field (your checkbox) and blamo!  For QB to know who to send the message to, you'll need to link to a user on your form.  The notification will have a "Notify Whom" dropdown, and select the proper field. 

Use the same logic above for 1 week prior notification, etc.

Scott