Hi All,
I’m new to Make and trying to work through this scenario. I have invoices that I send and I wish to create a reminder if the invoice is open AND three days time has passed. I am using Copilot.com. Everything works fine except when I’m setting up the second condition to see if 3 days have passed beyond the due date of the invoice. I want an email to be sent to those invoices that are open and the due date has exceeded 3 days but in this screenshot, it’s sending anyway for invoices that aren’t yet due beyond three days.
Can someone please help? Thank you so much.
Hi,
the logic you implemented now is: date > 3, which makes no sense, because you are comparing a date and a number.
You need to compare objects, that have the same type, in your example both should be dates.
The logic would then be for example: actual date - 3 days > due date
Does this help you or do you need more help in detail?
Let me know.
best,
Johannes
Thank you @Johannes . How would I add the logic if I only want the date to be three days later after the invoices due date? For example. If the due date is October 12, 2024 then I would want the reminder to be sent October 15, 2024. I can’t add the specific date because the each client will have a different due date in the month.
Yes your reference date is the current date, this is dynamic.
So the way i would solve this in make alone is to run the scenario periodically, e.g. every hour and then check the date:
Is current date minus 3 days bigger than the given due date, then send the mail.
What variables would I add to make this happen if this is dynamic?
Also, I only want the system to send the email once time not every hour so I would probably have the system run the scenario every few days.
My issue is, what do I add in the first field and followed by the operator (datetime?) field. I can’t seem to make that work.
I guess it would make sense to change the state if the mail has been sent, so the first filter would already filter those out, where the mail has already been sent.
Otherwise you could save the state in a data store, along with a unique id, but that would make the whole scenario a lot more complex as you would need to additionally lookup the id in the store.
The easiest solution would be, if the scenario would be called only for the invoices, where no reminder was sent yet, if thats possible.
For the current date, there is a variable called now, just type it in the search field.
Let me know if i can help further!
Another approach: compare the date with now - 3 days to be equal (but ignore the time) and run the scenario once a day.
That would probably also work, although it wouldn‘t be my prefered way as it is not very robust
If I use now, would I possibly use any other variables to suggest it’s now plus 3 days? Maybe addDays followed by 3? I really don’t know.
Maybe this isn’t even possible?
I think this is the way it should be written as I’ve tested it. I used the number 1 and datetime later than dueDate. I also have to add a negative number.
Currently, I have two invoices that are open. One is passed the due date by one day, so it works well for testing. The other isn’t due until tomorrow. I added variables like shown in the screenshot and it only triggered ONE email (which is the one that is overdue. I can simply change the numerical value to increase the amount of days. Then run the scenario 2x’s/week (Monday and Thursday) so people don’t receive daily reminders to pay their invoice. This worked. Finally!
Thank you for helping me to work through this. I’m actually a Web designer/developer and this is very new territory for me.
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Great Mallory, glad you solved it 
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You were very helpful Johannes! I really appreciate your responses and I’ll keep my eye on this to ensure it works over time as intended. Have a wonderful day!
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