How to do automated invoice/contracts reminder mail- just 15 days before the due date ie one month

💬 General Discussion
1

I m using SuiteCRM 7.7 how to do automated invoice/contracts reminder mail- just 15 days before the due date ie one month

Hope i can achieve this with workflow so in value i have to mention NOW +15 days OR NOW -15 days. I need the reminder from back ie due date.

#any help will be appreciated

2

Hi,

Sorry, just want to double check what it is you require here from the Workflow.

Do you want it to send out an Email if Today’s date is 15 days before an invoice’s “Due Date” ?

If so, you should be able to do it with the following condition:

‘Invoices’ - ’ Due Date ’ - ‘Less than or Equal to’ - ’ Date’ - ‘Today + 15 Days’

The above condition line should ensure that, if the Due Date is 15 days in the future, an Email will send. (if you’ve set up that action)

Something to note though, is that this will fire on records that have a Due date that is before 15 days in the future. (i.e, 10 days in the future, or 6 days in the past)

If you want to limit it to exactly 15 days, you could add another condition line like:

'Invoices ’ - ‘Due Date’ - ‘Greater than or Equal to’ - ‘Date’ - ‘Today + 14 Days’

If that’s not what you’re looking for, please let us know!

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3

My actual requirement is that suppose today 15/09/2016 I made the invoice/ contracts that will have the due date 15/10/2016(which is next month).
So I need the automated reminder that will be just 15days(exactly 15days) before the due date. How to achieve this?

Is this correct ?? >> ‘Invoices’ - ’ Due Date ’ - ‘Less than or Equal to’ - ’ Date’ - ‘NOW + 15 Days’

4

Hi,

Yeah, that Condition line seems as though it’d be fine, though I would personally use “Today” rather than “Now”, but that’s up to yourself what you use.

Though, as I mentioned, this will fire on records that have a Due date that is earlier 15 days in the future. (Like, 10 days in the future, or any time in the past)

If you want to limit it to exactly 15 days, you would need to add another condition like:

'Invoices ’ - ‘Due Date’ - ‘Greater than or Equal to’ - ‘Date’ - ‘Today + 14 Days’

5

#First of all, Thank you John

Okay so i have to mention two conditions in workflow right? in order to make it exact `15 days before the due date/expiration date.Here it is;

  1. ‘Invoices’ - ’ Due Date ’ - ‘Less than or Equal to’ - ’ Date’ - ‘NOW + 15 Days’
  2. 'Invoices ’ - ‘Due Date’ - ‘Greater than or Equal to’ - ‘Date’ - ‘Today + 14 Days’

Also can u explain what the exact difference between NOW and TODAY i mean any timing difference.

6

Yep, those two conditions look good. That should be sufficient, but please let us know if you come across any issues when using them :slight_smile:

In regards to “now” and “Today”, as far as i’m aware:

“Now” would take it from right now. (According to your Database’s timezone, but it should be converted into your chosen timezone on your User in the CRM )

“Today” takes it from 00:00 today. (i.e, As Today’s Date is 16 Sep, It would take it from 16 Sep 00:00 )

I believe using “Now” would be more useful if you are using a condition that deals with Minutes/Hours, such as:

’ Due Date ’ - ‘Less than or Equal to’ - ’ Date’ - ‘NOW + 12 hours’

As it would allow you to be more precise

However, as you’re working in days, it probably wouldn’t differ by much.