How can we filter out those "Paid invoices" from the regular invoices so that customers who set up for auto fax or email only receive unpaid invoices. Certain customers provide us with their credit card numbers on file and they would ask us to use that to pay certain orders at the time of invoicing. Because the system can't recognize which invoices are not supposed to be sent through fax or email, all newly completed invoices will be automatically sent to the fax or email queue for further processing. This create a problem when the customer receive the invoice and doesn't realize it's been paid so they pay them again and we have been receiving quite a few complains on that.
Any suggestions?

Thanks, Kitty

Presumably, for paid invoices, the total amount due at the bottom of the invoice is $0.00 and your customers are missing that fact.

How about having a TEXT block that you insert on paid invoices so that it appears in the body of the invoice. Something to the effect:

Yes, those invoices do have the $0.00 balance due on the bottom but those customers don't seem to care about this fact. All they want is NOT to receive another copy again as they have received one already at the time of delivery. If the system can provide the staff with the option to only print those that have owing balance when they select the newly completed range of invoices to print, then this should solve the problem. Is there a way to do that? How about a field in the fax or email queue that identifies these are paid invoices so the staff can delete from the queue first before the invoices are sent out?

Can you disable the e-mail send method for these clients that pre-pay?



Or, if they have already had an invoice printed and delivered with the order, just e-mail invoices that have not already been printed? There is currently no option available to select only invoices with a balance, but I've recorded the request.

Kitty:

There is a solution called PrintBoss that can send emails based upon a condition (like balance <> 0). Your Adagio dealer should be bale to help you out. If not please feel free to contact me.