Sage 100

I have a client request that I can't find an easy answer for: 
They create multiple invoices for customers and volume is fairly high. Some invoices are zero-dollar amount invoices for Samples, warranty work etc. They would like to have Sage send out invoices to the customer but only if they are not zero-dollar invoices.  They need the PDF copy of those zero-dollar invoice for internal purposes, but they do not want those emailed to the customer as the customers get confused for some reason. 

We discussed putting those in separate batches so they could change the paperless option when printing a given batch, and they are considering it, but also pushed back on that idea as inefficient. I'm considering maybe a utility to move all the zero invoices to another batch as an option for them. 

just wondering if I'm missing another way for them to handle this?  

Thanks in advance

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David Overholt
DWD Technology Group
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Have them PDF everything without emailing, then set up an external program (Visual Cut / Sage Alerts) to do the emailing based on the PDF log (linked to invoice history to check on the total).
Or add a UDF for "No Email" to the invoice header.  Do the "PDF All" pass for the "Y" invoices, then an Email pass for everything else.  Control the checkbox by script if they don't want to click it manually.


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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
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@Kevin Moyes 

Great idea on the UDF!  I'll mention that to them and they can flag it, or we could script to flag the zero invoices as they enter them. ​

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David Overholt
DWD Technology Group
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Original Message:
Sent: 06-28-2022 16:13
From: Kevin Moyes
Subject: Emailing only "select" invoices to a customer

Have them PDF everything without emailing, then set up an external program (Visual Cut / Sage Alerts) to do the emailing based on the PDF log (linked to invoice history to check on the total).
Or add a UDF for "No Email" to the invoice header.  Do the "PDF All" pass for the "Y" invoices, then an Email pass for everything else.  Control the checkbox by script if they don't want to click it manually.


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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
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