Paiement status update with "due date" in another table

I’ve wanted to do something similar to where after a date surpasses it changes a field automatically for me. Though, I have not found a way. Trigger after update does not work, only if I change something on the field. I am interested in a response for this as well.

I have a field “date closed” I want after that date surpasses it to change a status from open1 to closed2

Try this

--

if 'Due Date' != null and 'Due Date' = 'Pay Date' then
"Paid"
else
if 'Due Date' != null and 'Due Date' < 'Pay Date' then
"Overdue"
else
"Not Paid"
end
end

--

Nick

Ignore my previous post...

Create a formula field in the payments table -> 'Due Date' = Activity.'Due Date'

then in the Status:

if 'Pay Date' <= date('Due Date') then
"Paid"
else
if 'Pay Date' > date('Due Date') then
"Overdue"
else
"Not Paid"
end
end

I hope it helps.

Nick

OK, final proposal...

(My setup is for Customer with numeric 'Terms' field)

--

let dd := Date + Customer.Terms;
let pd := 'Pay Date';
if pd = null then
"Not Paid"
else
if pd > date(dd) then "Overdue" else "Paid" end
end

--

Nick

Hi there,

Which formula is the one that entering the payment date in the invoices, the status changes to paid? Also where is this suposed to go? Thank you, I am learning how Ninox works, but I am not proficient in coding...Cheers!

bump

Hi,

We can help you via a call. Please book the call here, https://calendly.com/sakshi-singh-ninox/30min

Regards, 

Sakshi- Ninox

Hi,

I don't know you setup, but in general:

create a formula field named e.g. Invoice Status and type in the formula editor the code:

--

if 'Payment Date' = null then "Not Paid" else "Paid" end

--

Nick