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Glennette@premiumwebdesign.com wrote:
Re: Postcard Question.
From: Shawn Hogan
Date: Friday, March 1, 2002
Time: 10:54:12 am
> Darren, I see your point. I guess I'm lucky in that I'm small enough
> that I've only ever had one person want a snail mail invoice
> (she later decided she'd be fine with an email invoice once she
> saw the detail of what I sent her in addition to the snail
> mail invoice).
>
> I send my invoices with a subject line of "*** INVOICE domain.com"
> and then I flag it as high priority which many email programs
> recognize and I get great results! I have a few clients I have to
> stay on top of but most of my clients have started paying annually
> so that they don't even have to fool with a monthly payment.
> That's one thing I have to figure out in OptiGold is how to enter
> the payments so that they don't get invoices. I am testing
> another program and it sent invoices even though they were
> paid up for a year. The amount of the invoice? The full annual
> amount! I probably didn't enter it "right" but I've not been
> able to get an answer so I'm leaning toward optigold (if I
> could just figure it out). I recently got a new dedicated server
> so OG has been put on the back burner. I'm continuing to read
> the messages though and I am amazed at the support Shawn
> provides through this forum! Bravo Shawn! I deal with many
> software vendors and have never had a vendor be so
> responsive to the needs of their customer!
Quick note (in case you didn't know already)...
- You can override the invoice type on a per customer basis on the
customer's Invoices screen. So you can set it there for the customer(s)
that want something other than your normal invoice type.
- If a customer overpays their account, you can simply post the amount to
the account. And go to Maintenance & Preferences -> General Preferences ->
Invoicing and set the "Send Invoices With Negative Balances" setting to 'No'
to keep it from sending out future invoices. And the credit will
automatically be applied to the new invoices when they are created.
- Shawn
-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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