Ther is probably an easy or existing way of doing this, but being very new to method, I haven't found it!
I want to scan
all the due invoice on a daily or weekly basis ( pref. automaticaly!) and put the details into a table. This would allow me to create a report for internal use, and to send out a reminder email. The reason being, we are a pet supplies business, and we supply wormer treatments that are repeated every 3 months. These are registered on Quickbooks under special customer names for legal reasons. We would like to be able to automate the process of reminding these customers to come in for their next dose.
So, what I am aiming for is something like this:
1 scan customer details to find those who are wormer customers,
2 scan this customers invoices to see when they last purchased,
3 if the date was (x) months ago, put the details in a table
4 create a report from that table which we can view as required
5 send a reminder to these customers
I am guessing this is similar to the process for an overdue invoice email, but can't see how this is set up. I may be over complicating this a bit, so any input gratefully received!