Having problem for the reminder. I set the invoice with due date 23/10/2016(which is one month from today ie 30 days) and i need the reminder 27days before the due date(means i should get the email reminder on 26/09/2016). I set the workflow with condition and action.
whenever i create it then suddenly i got the reminder in my mail but i didnt get it 27days before before the due date.
Note: I am getting the reminder mail immediately but not getting on specified timeline which is 27days before the due date.
Images has been attached to understand it.
ANY HELP WILL BE APPRECIATED FROM HEART
I believe the workflow condition you’ve currently set up would indeed send the email immediately.
(e.g: As it is “Less than or Equal to” and “Now +27” days, this would mean it would send if the Due date is more than 27 days away, due to the way workflow would interpret this condition)
I think a possible solution may be to put in a second condition, to ensure the date is correctly limited to 27 days.
For example, a 2nd condition like:
“Invoices” “Due Date” “Greater than or Equal to” “Date” “Now + 26 Days”
This should hopefully ensure that the Email is sent ONLY when it is 27 Days away, and not More than OR less than 27 days away.