Print & Delivery - Send copies of individual late Invoices with Customer Statements
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A client of ours sends out Customer Statements on a monthly basis, showing the current open balance for their customers, the invoices that are still unpaid, and the invoice information (date, doc total, etc). However, they've found that their customers are resistant to sending in payments based solely off the Customer Statement, and want copies of the open invoices to review before submitting payments.
I was trying to figure out if there was a way to accomplish this with Print and Delivery, but wasn't able to determine a solution for this based on the P&D documentation and materials relating to customer statements. Currently, the client has been sending them as 2 separate emails -- 1 email with the customer statement, and 1 email with the open invoices. I think it would be an incredible addition if there could be a feature to also print/email fresh copies of the open invoices along with the customer statement, so it is all bundled together into one email.
Alternatively, if there is an existing method to accomplish this goal that I may have missed, I'd definitely be interested in learning more about that method!
Thanks,
-Eric
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[Internal Id: 97473] -
Hi Eric
It is possible to do this BTW using a very custom crystal edit that has a subreport for any docuemtn type and by the Transtype identify it and print it.
We created this feature to out customers.
Anat, Inspiria.
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