PROBLEM- looking for a SOLUTION?
Every week I look at my A/R overdues and there are hundred's if not thousands of my past due invoice's that need to be sent to my customers in which they can be sent in either faxed or emailed formats thats a great feature in Adagio.
PROBLEM - Currenty I'm sending each one of the past due invoices rather then what I would like to do is flag the entire overdue accounts or invoice in one keystroke to send in either fax or emails.
This is taking alot of time. What is the solution? Can someone help? Lester Frischman at Best Buy Uniforms

Lester,

You say you are sending Invoices by fax or email. This sounds as if you are sending copies of the original invoice. Could you not use the Statments/Letters function of Accounts Receviable to send emails to accounts so many days past due to get your point across?

David

Thanks for the thought. I appreciate it.
But still a question?
We need to reprint not statements, but the actual copies of the Invoice's that are past dues...
How do this task? In a automated way???
Lester Frischman
Best Buy Uniforms

You are so right. I threw out an idea, because I am unaware of how what you want can be accomplished. Adagio OrderEntry and Adagio Invoices, which would be common places to email or fax invoices from, do not know anything about past due information. Only Accounts Receivable has that info (to my limited knowledge).

David

Hello Lester,

David's right - only Adagio Receivables knows which invoices are overdue. The current way of letting a customer know their account (and which invoices) is overdue is to send them a statement. Then if they call, you can e-mail or fax them another copy of a specific invoice.

In the process that you are envisioning, how would your clients respond to 15 or 20 invoices suddenly showig up on their fax machine or in their e-mail in-box (since they'd arrive as separate e-mails)?

Hi Lester,

Sorry, there is no way to do this automatically at the moment.

How would your client's feel about suddenly receiving several invoices in the e-mail in-box? (There is no way to group them into a single printout the way you would stuff them into a single envelope.)

I understand the need, I'm just trying to understand how you would want it to work.

Andrew,
Do you have any suggestion?
Right now I send each overdue invoice in O/E to both email and fax to the customer but there are hundreds of invoices and it takes days to do this rather than a automated way that I'm hoping for from your package.
Whats your solution?
Lester Frischman
BestBuy Uniforms

Lester,

Just to get this clear in my mind: are these invoices that have already been sent to the customers, but which have gone beyond terms?

If the customer has the invoices already, does sending them two more copies not result in total confusion and a lot of work on their part to prevent duplicate postings and payments?

That said, an experienced consultant might be able set up a system using Crystal Reports that would generate a single PDF for each customer with a -- perhaps simplified -- invoice summary. The big issue would, I think, be getting Crystal to make separate files to e-mail to each customer.

Hi Andrew

If you could multi-select invoices to reprint from OrderEntry history in the same way that you can do this from Invoices, then Les would have a decent solution. Especially if the invoices are numbered sequentially, and the customers pay the oldest invoices first. Just sort the historical grid by customer number, and select the block to fax/email. True, it's one customer at a time, but this is much better than one invoice at a time.

Unfortunately, you can't do this. Consider this a suggestion.

Steve