Add details of all unpaid invoices due on the 7th of the month into Airtable
Add details of all unpaid invoices due on the 7th of the month into Airtable
On the 8th of the month (or the next business day after this date), we check Xero for overdue invoices that were due on the 7th of the month, and add the details of these into the Overdue Debtors tab of the Accounts Airtable base, entering the Action Taken field as Step 0 / Invoice Past Due Date, and that is what you will use instead of "Step 1 / Xero reminder set" as shown on the video below.
Please see video instructions below: