Reduce bad debt by catching overdue accounts before new orders start and save 2 hours/week on manual accounts receivable checks.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make and set a daily scheduled trigger
Step 2: Add a filter step in Make to find invoices that are more than 30 days past due
Step 3: For each flagged customer, create a task in Todoist labeled 'Credit Hold Review' with the customer name and amount owed
Step 4: Assign those Todoist tasks to your sales or operations lead automatically
Step 5: Test by manually marking a sample invoice overdue in QuickBooks and confirming the Todoist task appears
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