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Auto creating and Sending of Statements (Open Invoices)

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  • Auto creating and Sending of Statements (Open Invoices)

    Below is an exact posting from 2011 (not mine) - but it is exactly what I wanted to know.

    The 2011 post was never answered.

    Anyone found a good way to do this?

    Thanks,
    Jeff

    In the reports under Invoicing / Unpaid / Customer Bill to Aging Invoice Report, for all accounts or a specified account.

    This is a 'pretty' report, and it would be good to have an easy way to email these to our customers. Specifically overdue customers.

    Is there an easy way to accomplish this? Like a 'statement processing for accounts with balances exceeding 40 days'?

    Then have this emailed to the same people that get the invoice.

  • #2
    Have you looked at the 'Tantivy' product from QBTrak?

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    • #3
      Originally posted by Bob Williams View Post
      Have you looked at the 'Tantivy' product from QBTrak?
      I'm curious about Tantivity - any users want to give their thoughts/opinions? We are a small business and I send maybe 10-15 invoices/week. Would it be worth it to use that program for automation? And is it only for emailing invoices/reminders? Does it create any sort of email or report to show which mailed invoices are overdue and need to be re-sent? Thanks!

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