Weekly alert for unpaid Holded invoices
Every Monday it checks your unpaid Holded invoices older than 30 days and emails accounting the list and the outstanding amount.
Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.
What it does
A reminder so no invoice gets forgotten. Every Monday at 9:00 the workflow lists the Holded sales invoices with payment status "pending", keeps those issued more than 30 days ago and sends an email with number, customer, date, days elapsed and amount of each one, plus the total outstanding. If there are none, it sends nothing.
What you need: the Holded API key and an SMTP account.
How to use it: install the template, connect Holded and SMTP, enter the accounting email and, if you want a different period, change 30 in the Filtrar antiguas node.
Note: the period is counted from the invoice issue date (not from its due date) and partially paid invoices are not included.
How to set it up
- 1
Connect the holded credential
This template uses holded in: Facturas pendientes. Create or pick the credential and assign it in those nodes.
- 2
Connect the smtp credential
This template uses smtp in: Avisar a administración. Create or pick the credential and assign it in those nodes.
- 3
Connect Holded and email
Set up the Facturas pendientes node with your Holded API key and the Avisar a administración node with your SMTP.
- 4
Adjust period and recipient
In Filtrar antiguas change
30to the number of days you want to allow and in Avisar a administración replaceadministracion@tuempresa.com. - 5
Run it once
Run the workflow manually. If there are invoices pending for over 30 days the email arrives; otherwise the workflow ends without sending anything.
- 6
Activate the workflow
Workflows are installed inactive. Once everything is set, activate it.
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Try it in under 5 minutes
Create the template in your account, connect your credentials and activate it when you are ready.
Use this template