Creating an automation to chase outstanding invoices

[sonia6494]

What is your goal?

Create an automation to chase outstanding invoices

What is the problem & what have you tried?

I am trying to create a accounts receivable chasing system. I got the list of the oustanding invoices, grouped them into one text using text aggregator as I would like to send one email per customer including all of the outstanding invoices. That works like I want it to. However, I would also like to build a system where within that text it looks at the oldest invoice and decides which route to take i.e if oldest invoice is within 3 days overdue then first reminder, if between 4-7 days overdue then second reminder and so on.

Screenshots (scenario flow, module settings, errors)

[Jide_Nubi]

Hi Liskova
You can set this up with a router , with each range of days for the overdue criteria representing a path.

1st path - 3 days overdue
2nd path - 4-7 days overdue and so on.

You’d need a filter for each path created to restrict data that do not meet the criteria for that path.

Set days overdue like this before the router in a set variable module.

Then the filter like this after the router for the first path…

Let me know if it helps or if you have further questions.