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Iain Aitken

Sage 50 Debtor Chase Letter - Show invoices approaching due.

SUGGESTED
Posted By

Hello Everyone,

Unlike Sage 200, Sage 50 does not have an option to send reminders automatically or to send reminders for invoices that are approaching due. I'm hoping to be able to customise the built in letter template "Itemised Chase Letter 1 (Reminder) - Balances based on customer payment terms".

This template uses a filter to only show invoices which are over due - the filter is

"AUDIT_SPLIT.TYPE LIKE "SI" AND SALES_LEDGER.RESTRICT_MAIL = 0  and COMMUNICATION_ADDRESS.LETTER_TYPE_ID = 1 AND (AUDIT_HEADER.DATE_TO - AUDIT_HEADER.DUE_DATE > 0) AND AUDIT_HEADER.AGED_BALANCE > 0.0"

Any ideas how to change this filter so that the letter will show invoices which will be due within the next week (7 days)? So for example, clients with 30 day terms would only include invoices which were raised 23-30 days old.

Thanks

  • 0
    SUGGESTED

    Hi Iain 

    Thanks for using Sage City

    It may be possible to create an expression to show the invoices due in the next week; I'd refer to either to our Reporting team within Professional Services who can create customised reports and layouts for Sage Accounts, tailored to your requirements.

    In addition, if you want to learn more about report design, they can also advise on suitable training options. Report Design prices vary depending on the complexity of the design you need. 

    Once you know what you're looking for, book a consultation with our Business Insight team by clicking on the link below. We aim to get back to you within two working hours.

    http://sage.keysurvey2.com/f/1173736/e076/

    Kind regards

    Fiona, Sage UKI

  • 0 in reply to fiona wilson

    Thanks - We are are of this as had Sage do other reports for us and it was a briliant service. However, hoping someone here would be able to help with the formula for the filter before.

    We can make up the letter ourself, so it would not be reasonable to pay Sage just so we can get a formula.

  • 0 in reply to Iain Aitken

    Hi Iain

    I've replaced the existing filter with 

    AUDIT_SPLIT.TYPE LIKE "SI" AND (AUDIT_HEADER.DATE_TO - AUDIT_HEADER.DUE_DATE) <=7

    I have a Customer account with 30 day terms and an invoice due 29th January 2020.

    The letter will only bring that invoice up if I change the criteria to on the letter to 'To (inclusive)' and run for the dates between 30/01/2020 and 05/02/2020 (individual dates)
    OR
    Between (inclusive) 30/01/2020 and 05/02/2020 (date range)

    I hope this helps

    Kind regards

    Fiona, Sage UKI

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