I’m hoping someone will be able to help with this scenario.
Here’s a bit of background:
My airtable is currently being used to take expressions of interest from people for a business trial.
I’ve chosen 20 of these people to do a 6-week trial so I can get everything I need for this venture in place.
I converted 20 of these people in my ‘registered interest’ table from the status from ‘interested in trial’ to ‘trial’.
I have then taken payment from these 20 people. I have a separate table that records payment via Stripe that is associated to each customer.
This payment has been set-up as a re-occurring payment that happens once per week for 6 weeks.
Each new payment is also written to the payment database (hopefully, I am only in the first week).
The delivery of the product is each Friday and the order I need to make from the supplier needs to occur on Wednesday (2 days prior).
After the 6 week trial, there will be reoccurring payments and also ad-hoc payments that are made.
I would like a way that I can display all the customers that have made payment since the last delivery so that I am able to get the correct numbers on Wednesday to make my supplier order.
I am thinking there are a couple of different ways I could go about doing this, but I’m looking for the most simple an effective. Firstly, I am thinking about a payment status field that I could change at the customer level that says paid/not paid. It could set to unpaid when a delivery is made and then paid when payment is collected for that user.
The other way I was thinking, was having a date check on the payment date vs delivery date and then alerting based on that. But that seems more difficult.
The end result I would like to have is a detail of everything that I need to order, the quantities and for whom.
Does anyone have a solution they could share?
Thanks so much!