This workflow checks your QuickBooks Online data for any customer with an invoice more than 30 days overdue, then creates a task in Todoist (a task management tool) for your team to review before accepting a new order from that customer. You stop extending credit to customers who already owe you money.
Connect QuickBooks Online to Make and set a daily scheduled trigger
Add a filter step in Make to find invoices that are more than 30 days past due
For each flagged customer, create a task in Todoist labeled 'Credit Hold Review' with the customer name and amount owed
Assign those Todoist tasks to your sales or operations lead automatically
Test by manually marking a sample invoice overdue in QuickBooks and confirming the Todoist task appears
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCatch overdue accounts before new orders start so you carry less bad debt and spend less time on manual accounts receivable checks.
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