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Overdue Invoices notification - Business Event

  • February 24, 2021
  • 6 replies
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Freshman I

Anyone knows if I can set up a business event to send a notification with a report attached to it? I would like to send overdue invoices to customers. Thanks 

Best answer by Anonymous

@PatriciaBatisti absolutely!

It’s really driven from the Email Subscriber you create (See Screenshot) but the event itself can be based on a GI looking at a list of invoices, or customers, etc. Just like you describe. You can even add multiple reports

 

 

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6 replies

  • Anonymous
  • Answer
  • February 24, 2021

@PatriciaBatisti absolutely!

It’s really driven from the Email Subscriber you create (See Screenshot) but the event itself can be based on a GI looking at a list of invoices, or customers, etc. Just like you describe. You can even add multiple reports

 

 

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    Freshman I

    Thanks @ccleary I will give it a go.

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    • Anonymous
    • February 24, 2021

    @PatriciaBatisti 

    For some reason my second screenshot didn’t post. This is where on the email notification you specify the report. Lets us know if you have any other questions when you dig in!

     

     

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      Freshman I

      Hi @ccleary it worked. I added the same configuration as per your second screenshot and the invoice got attached to the email. Thanks for your help!

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        Freshman I

        Hi @ccleary and @PatriciaBatisti  . can you pls share your Trigger Conditions setup here. thanks

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        Freshman I
        • mthao
        • Freshman I
        • February 24, 2024

        Hi, is this set up to be sent automatically?

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