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Aug 25, 2021 08:12 AM
I have three fields like this:
| Start Date | Billing | Next Billing |
In the Start Date
field, there’s a past date
In the Billing
field, there’s a dropdown list with the values “Monthly”, “Quarterly”, “Semi-annually” and “Annually”
In the Next Billing
field, I want a formula that calculates next billing date based on the values in the two previous fields. Next Billing
should always be a upcoming date (or today).
Examples:
If Start Date
is “2018-01-01” and Billing
is “Monthly”, I want Next Billing
to say “2021-09-01”
If Start Date
is “2020-06-18” and Billing
is “Semi-annually”, I want Next Billing
to say “2021-12-18”
If Start Date
is “2016-10-24” and Billing
is “Annually”, I want Next Billing
to say “2021-10-24”
I have tried to do this myself but I can’t work out how to do it. Can someone please help?
Thanks!
Solved! Go to Solution.
Aug 25, 2021 05:02 PM
Aug 25, 2021 01:37 PM
Hi Per. I’m not sure that I get your examples. In the “Monthly” case, you want to add 3 years and 9 months to the {Start Date}? In the “Semi-annually” case, you want to add 1 year and 6 months? I’m pretty sure that’s not what you mean, so I’ll answer the question that I think you’re asking. If I misunderstood, you can still use my answer, just change the SWITCH values to something else.
I just answered a question very similar to this one today. Put this formula in your {Next Billing} field.
DATEADD({Start Date},
SWITCH({Billing},
'Monthly', 1,
'Quarterly', 3,
'Semi-annually', 6,
'Annually', 12),
'months'
)
You can use an automation from here if you want to update {Billing} at the end/start of a cycle. Good luck.
Aug 25, 2021 01:45 PM
Hi!
It’s not that I want to add a specific amount of months in each example, I want the formula to calculate the next upcoming (future) billing date. Your formula gives me dates in the past. Next Billing
should always be sometime in the future (or today).
Thanks!
Aug 25, 2021 01:52 PM
Do you mean that you want to give the formula a {Start Date} that may be years in the past, set the {Billing} to “monthly” for example, and then have the {Next Billing} be the same day of month in the next month of this year? Just an example.
Aug 25, 2021 01:57 PM
Yes, that’s exactly what I want. I just want to know “when is the next time I should send a bill to this customer based on it’s start date and billing interval?”.
Aug 25, 2021 02:05 PM
Hmm…let me think…give this a try maybe?
DATEADD(
DATETIME_PARSE(MONTH({Start Date}) & '/' & DAY({Start Date}) & '/' & YEAR(NOW()),
'I'),
SWITCH({Billing},
'Monthly', 1,
'Quarterly', 3,
'Semi-annually', 6,
'Annually', 12),
'months'
)
Aug 25, 2021 02:09 PM
That gives me #ERROR! :slightly_smiling_face:
Aug 25, 2021 02:17 PM
Replace the ‘I’ in the DATETIME_PARSE with ‘MM/DD/YYYY’. Let me know.
Aug 25, 2021 02:20 PM
That got rid of the error. Some dates are correct, but some dates are in the past (which is wrong). I’ll PayPal you $100 if you solve this one.
Aug 25, 2021 02:21 PM
Nevermind. I see the problem. I’ll think about it.