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Hi there!



I am needing help to add ONE layer to this IF formula.



It’s for an invoicing tracking base.



Overall, we are looking at 2 columns.



I found this super epic IF Formula here on the forum and need help.



The OUTCOME:


*This first part I need help with - If the Paid Date exists = PAID


(the rest, the formula I have works)


If the Invoice Due Date is same day = DUE TODAY


If the Invoice Due Date is within 5 days = PENDING


If the Invoice Due Date is 5+ days = UPCOMING


If the Invoice Due Date is past = PAST DUE



Here is a pic of the columns I am working with




Here is the formula I am working with, I am fairly sure I need to change the first layer??



IF (


{Due}="",


“Not Set”,


IF(


AND(


DATETIME_DIFF({Due},TODAY(),‘hours’) >= 12,


DATETIME_DIFF({Due},TODAY(),’days’) <= 5


),


“Due Soon”,


IF(


IS_BEFORE({Due},TODAY()),


“Past Due”,


IF (


IS_SAME({Due},TODAY()),


“Due Today”,


“Upcoming”


)


)


)


)



Thank you in advance for your GENIUS!!

Hi @Mackenzie_Sweeney - try this:



IF(


  {Paid date}, 


  'PAID',


  IF(


    IS_BEFORE({Due Date},TODAY()),


    'PAST DUE',


    IF(


      IS_SAME({Due Date},TODAY()),


      'DUE TODAY',


      IF(


        DATETIME_DIFF({Due Date}, TODAY(), 'days') <= 5,


        'PENDING',


        IF(


          DATETIME_DIFF({Due Date}, TODAY(), 'days') > 5,


          'UPCOMING'


        )


      )


    )    


  )


)




I think your Pending/Due Soon formula is a bit more complicated than it needs to be, but perhaps theres some reason for that.

Hey Jonathan - thank you so much for this reply.



(it’s a client request for the complex pending/due soon situation)



THIS is magical and exactly what I needed. I appreciate your genius & your time!

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