Auto-emailing past due invoices

Is it possible to automatically email our customers when their invoices become past-due? We are trying reign in our A/R and at 45 days after the invoice is issued, it would be awesome to have our system auto-send a notification/reminder to the debtor to help keep things current. 

  • 0

    I've used 3rd party reporting software (Visual Cut) to do this.  Trying to do a daily report is difficult.  If if a customer has 3 invoices pass the threshold, they get three emails unless you consolidate into a customer statement listing... and even then, if they have different invoices age past 45 days on consecutive days, that is very SPAM like. Watch out for CM / PP balances... be sure to handle them in the report structure.

    Once / twice a month statements for customers with overdue invoices seems to work best.

  • 0

    Sage Alerts and Work Flow can do this.  The best thing about the program is how versatile it is. It can send out email alerts, text message alerts, reports, forms. It is way more than reporting software. 

  • 0 in reply to BigLouie

    True, but SA&WF has a very high learning curve and it's significantly more complex (expensive).  The one thing it does better than VC is "new and changed records" type alerts.  If you want real time monitoring (like an email if someone adjusts a customer's credit limit) then SA&WF is the superior tool... but for a simple automated report like AR notifications, VC is a better fit.