Function #21: Email list of unpaid invoices automatically to customers

Function #21: Email list of unpaid invoices automatically to customers

Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers stay well-informed about their payment arrears enabling them to make timely payments to prevent over dues, ultimately improving your business's cash flow.

Prerequisites: 

1. Create a Connection named "zbooks" to successfully execute the function. You can watch the GIF attached below to know how to create the connection. 




Setting up the Scheduler:

Navigate to Settings -> Automation -> Schedules -> +New Schedule > Set up the schedule according to your preference > Add the code from this GitHub link.



If you need this function to send the list of unpaid invoices to your users instead, reach out to support[at]zohobooks[dot]com. We're here to help you tailor the script to your specific requirements.

Stay connected with us by following our page, and receive notifications for new posts. Keep an eye out for more valuable custom functions heading your way!

Regards,
Shireen Farhana S
Zoho Books
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