Bjohnson: Created page with "===General Information=== '''Default Menu Location:''' Transaction >> Accounts Receivable >> AR Past Due Emails '''Screen Name:''' ArPastDueEmails '''Function:''' Sends ema..."

2022-07-07T15:47:37Z

Created page with "===General Information=== '''Default Menu Location:''' Transaction >> Accounts Receivable >> AR Past Due Emails '''Screen Name:''' ArPastDueEmails '''Function:''' Sends ema..."

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===General Information===

'''Default Menu Location:''' Transaction >> Accounts Receivable >> AR Past Due Emails

'''Screen Name:''' ArPastDueEmails

'''Function:''' Sends emails or faxes, along with a Customer Statement attachment, to customers that have past due invoices.

[[File:AR_Past_Due_Emails.PNG]]

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===Fields===

'''Org ID / Org Name:''' Enter a Customer ID or Name to filter the emails to a single customer. Leave these fields blank to send emails to all customers with past due invoices.

'''Invoice Status:''' Filter by invoice status or leave as "All" to send emails for all invoices.

'''Past Due Days:''' Grace period of days past the due date. Only invoices that fall outside this grace period will be sent. For example, if the due date on an invoice is 09/23/2022, and the grace period is 5 days, then it must be 09/29/22 or later in order for the invoice to be sent.

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===Options===

'''Report (Single):''' Generates a single report for all customers selected.

'''Report (Multi):''' Generates a report subdivided by each customer (i.e. each customer has their own page on the report).

'''Auto-Process:''' Choose the first option to review which customers will receive a notification. You can combine this option with the "Mark as Sent" checkbox to mark all invoices as being sent to the customer without actually sending them a notification.

'''Mark as Sent:''' Marks invoices as being sent via this screen.

NOTE: An invoice will only be sent once! If you run this screen every day, it will only send new invoices that have fallen outside of the grace period.

[[Category: Accounts Receivable]]

AR Past Due Emails - Revision history

Bjohnson: Created page with "===General Information=== '''Default Menu Location:''' Transaction >> Accounts Receivable >> AR Past Due Emails '''Screen Name:''' ArPastDueEmails '''Function:''' Sends ema..."