Catch 100% of overdue invoices within 7 days and collect outstanding tuition 10 days faster on average.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When an invoice in QuickBooks Online is 7 days past due, this workflow adds a follow-up task in Todoist (a task management app) assigned to your billing staff with the student's name and amount owed. Your team always knows who to call next without digging through spreadsheets or accounting software.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make
Step 2: Set a scheduled trigger in Make to check for invoices with a due date 7 or more days in the past and a status of 'unpaid'
Step 3: For each overdue invoice, create a new task in Todoist with the student name, amount owed, and a link to the invoice
Step 4: Assign the Todoist task to your billing staff member and set a due date of today
Step 5: Test by manually marking a sample invoice as overdue and confirming the task appears in Todoist
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