Alerts and monitoring
Overdue unpaid invoices
Every working morning, reviews the Filmo invoices that are pending or partially paid and past their due date and, only if there are any, notifies administration and opens the task to claim them. Without Xero or Neo.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Alerts and monitoring |
| Starts with | Scheduled |
| Integrations used | Slack |
| Steps | 7 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | List invoices | Find overdue pending invoices | |
| 2 | List invoices | Find overdue partially paid invoices | |
| 3 | Set variable | Add the two | |
| 4 | Condition | Only if there are any | |
| 5 | Internal notification | Notify administration | › then |
| 6 | Post a message | Notify on Slack | › then |
| 7 | Create task | Open the claim | › then |
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