Forum Discussion

RyanRyan2's avatar
RyanRyan2
Qrew Assistant Captain
8 years ago

is there a way to automatically assign specific due dates for a payment schedule?

What I'm looking to do is link a customers # of payments to trigger specific due dates before they arrive. Due dates would be the day of Invoice Date for payment 1, and any other payments (up to 10) w...
App builders
Forms
Formulas and functions
MichelleMichell's avatar
MichelleMichell
Qrew Cadet
8 years ago
Hi Ryan,

You can create a calculated date field based off of the Invoice Date and Arrival Date (I'm assuming that the number of payments is determined by the number of months between the two).  Try this:

If( Month( [Arrival Date] ) >= Month( [Invoice Date] ),
  If( Day( [Arrival Date] ) >= Day( Today() ),
    AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) ),
    AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) + 1),
  If( Day( [Arrival Date] ) >= Day( Today() ),
    If( Month( Today() ) > Month( [Arrival Date] ),
      AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) - 12),
      AdjustMonth( [Arrival Date], Month( Today() )  - Month( [Arrival Date]) ),
    If( Month( Today() ) > Month( [Arrival Date] ),
      AdjustMonth( [Arrival Date], Month( Today() ) - Month( [Arrival Date] ) - 11),
      AdjustMonth( [Arrival Date], Month( Today() )  - Month( [Arrival Date]) + 1 ) ) ) )