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Sending automated timed and conditional payment reminders

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tardigrada123
4 - Data Explorer
4 - Data Explorer

Dear community,

We have a group coffee and drinks pool at work that everyone can help themselves to as long as they write up their use. I am using airtable to track everyones consumption and payments, which works great. I managed to set up automations for emails to notify what the users owe and when their payment has been received. The only thing that I can't figure out for the life of me is how I set up an automated email reminder if they haven't paid after 14 days.

I have the following table (simplified):

tardigrada123_2-1695289045280.png

Let's say I do the invoicing every 15th of the month and want to send out a payment reminder on the last day of the month. In my example above person ABC wouldn't need a reminder because they already paid while person XYZ still owes $30. I figured out how to send out an email if the Total is >$0 but I can't figure out how to make it conditional that this email is only send out at the end of the month.

Of course I tried to read up on that because I guess I am not the first person who wants to do something like that. As I am not a native English speaker I guess I am missing the correct search term to find a solution on my own. My apologies if there are articles out there that I haven't found.

Every help is highly apreciated! Thanks a lot!

 

1 Solution

Accepted Solutions

Hi @tardigrada123,

To solve your problem, you could use a formula and an automation. Create a new column using the formula DATETIME_DIFF({Date_Of_Invoice}, TODAY(), 'days'). This formula calculates the difference, in this case, in days, between today's date and the date of invoice creation. This would be the hardest part of the automation. You can then set up an automation that, when a record matches a condition (in this case, the new field must be greater than 14), sends a reminder email.

I hope this helps!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

See Solution in Thread

2 Replies 2

Hi @tardigrada123,

To solve your problem, you could use a formula and an automation. Create a new column using the formula DATETIME_DIFF({Date_Of_Invoice}, TODAY(), 'days'). This formula calculates the difference, in this case, in days, between today's date and the date of invoice creation. This would be the hardest part of the automation. You can then set up an automation that, when a record matches a condition (in this case, the new field must be greater than 14), sends a reminder email.

I hope this helps!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

tardigrada123
4 - Data Explorer
4 - Data Explorer

Thank you so much @Alessio_Monino That worked beautifully!