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A
AJSteward
July 14, 2023
Question

Workflow for statements

  • July 14, 2023
  • 1 reply
  • 0 views

I'm creating a workflow to send out customer statements every month.  I'm confused about the "when this happens" section.  I want it to send to everyone with an open balance, do I have to do anything in this section? 

 

It doesn't make sense to me:  This happens when a customer within [customer name] - I don't want to have select every single customer

 

Thanks,

Alison

1 reply

A
Amanda-B
July 14, 2023

Hey there AJSteward,

 

The Workflows feature in QuickBooks Online Advanced, is a dynamic way to automate tasks and send reminders to your customers effortlessly.  Once you set the conditions, QuickBooks will send out a reminder.  I'd be happy to provide more information, so you can send your customer statements in a timely fashion!

 

Once you've created the workflow for Recurring Statements, you can choose to show Open Balances (365) days, Balance Forward, Open Items or Transaction statement. In the 'When this happens' section, you choose the Customer Name. However, at this time, there isn't an option to choose 'All', so you will need to select each customer.  If this is something you would like to see incorporated moving forward, please don't hesitate to submit a suggestion to our Development Team.

 

If you have any other questions, feel free to reach back out to us here.

A
AJStewardAuthor
July 14, 2023

Thanks, I've submitted feedback.  Seems rather pointless not to be able to select all

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