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  • 1.  Resend Invoices - Collection process

    Posted 05-24-2022 09:37
    Customer is looking to send copies of invoices in lieu of statement, or possibly along with statements on a monthly basis for collection process. 

    New Controller and a bit of an AR issue.  Looking to see what the community here as done as a good practice with a request like this.   Invoices do exist in Paperless.

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    John Wilder
    Technology Integrators
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  • 2.  RE: Resend Invoices - Collection process

    Posted 05-24-2022 09:53
    How about a customer portal where the customer could log in and review everything that's open already?
    I feel like I've seen this movie and know what the customer response will be ..... "can you just have paperless do this for us? " ...

    My suggestion is that once you attach a $$ to the paperless project that they will be open to reviewing other options

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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 3.  RE: Resend Invoices - Collection process

    Posted 05-24-2022 10:00
    jack.p.evans@cimcloud.com

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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 4.  RE: Resend Invoices - Collection process

    Posted 05-25-2022 10:28
    Re-sending invoices without a statement is a bad idea.  Ex: if the customer prepaid, but someone didn't do the offsetting CR, they will be sent a reminder for $ they don't owe.

    We've done mini-invoice details in the Statement (sub-report), which is the least painful solution.

    We've also set up automated AR Reminders (considering total AR balance, with wording based on the oldest invoice age), a couple times a month... but that is harder to do without SQL, and needs a 3rd party solution like Visual Cut.  Trying to link existing PDF's into a Visual Cut statement email is theoretically possible, with some serious technical hurdles (handling missing PDF's / multiple copies...).

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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  • 5.  RE: Resend Invoices - Collection process

    Posted 05-25-2022 16:47
    How automated do you want this to be?  Sage Alerts should be able to generate invoices based on the open invoice table for some or all customers.  You could also set up an alert to email the statement at the same time.  As far as email address information include the customer paperless set up address tables for this.  I've done similar reports with SAW.  Very doable.  If the transaction level does not merit SAW, then create a Crystal report to recreate the invoice using the open invoice table to generate the invoices.  Save to a PDF and then attach PDF to the Paperless statement (one at a time).  If you have many customers, then SAW comes back into the equation.  Hopefully, the receivables are "clean".  Clutter can be confusing.

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    Jeff Schwenk
    Bottomline Software, Inc.
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    Original Message


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