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.
Connect QuickBooks Online to Make
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'
For each overdue invoice, create a new task in Todoist with the student name, amount owed, and a link to the invoice
Assign the Todoist task to your billing staff member and set a due date of today
Test by manually marking a sample invoice as overdue and confirming the task appears in Todoist
Create a free account to get the steps written out for your tools, click by click.
Create a free accountNever miss an overdue invoice and collect outstanding tuition faster.
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