Saved search to automate the process of sending emails to customers when days overdue past 7 days.
Criteria
type – invoice
amount remaining not equal to 0
subsidiary – east USA (as the search is subsidiary specific)
mainline – true
days overdue – greater than or equal to 7
Result
date
document number
days overdue
amount remaining
amount
due date
Under email subtab – choose send emails according to schedule and recipient from result – main line name
select the checkbox daily event and no end date
choose a start date and schedule time 