Search Again: Re: Manual invoices don''t get sent to customers! From: Chuck Rock Date: Thursday, September 26, 2002 Time: 10:41:03 am Is there a way to do custom reports? I have 300+ accounts showing up in aging, and most of them may be from this problem. I need to find all invoices from every customer that are not sent on one report if possible. One by one is going to cost us a lot of time. I also have other reports I'd like to have if there's a way to customize something. Thanks, Chuck -----Original Message----- From: isp-list@optigold.com [mailto:isp-list@optigold.com]On Behalf Of Shawn Hogan Sent: Thursday, September 26, 2002 12:23 PM To: Optigold ISP List Subject: Re: [Optigold ISP] Manual invoices don't get sent to customers! Chuck Rock wrote: > OK, How about a feature we could adjust. I have several people creating > invoices that are responsible for doing the billing, sending invoices, > running cc charges, etc. That's another person's job and done at a specific > time of day. > > OG should be able to see that an invoice has not been sent, and the customer > is either current or on hold, and should get it. You and I both know a > customer will not pay if they don't get an invoice. The invoices, manual or > not, should be generated and sent during the generate invoices process, > that's what that button is for isn't it? I had no reason to believe that was > not happening. No, it's to generate new invoices (not send old ones) only. > Please make this automatic setting somewhere, my sales people don't need > another thing to screw up in billing customers. Sorry, the only way to do it would be to either send it manually or search for unsent invoices and Send All from there. - Shawn ------------------------------- Shawn D. Hogan President, Digital Point Solutions http://www.digitalpoint.com (858) 452-3696 --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html --------------------------------------------------- --------------------------------------------------- To subscribe, unsubscribe or to search list archive please visit http://www.optigold.com/lists/isp.html ---------------------------------------------------

Messages In This Thread: Manual invoices don''t get sent to customers! by Chuck Rock on Sep 26, 2002 at 9:55:00 am Re: Manual invoices don''t get sent to customers! by Shawn Hogan on Sep 26, 2002 at 9:59:00 am Re: Manual invoices don''t get sent to customers! by Shawn Hogan on Sep 26, 2002 at 10:26:25 am Re: Manual invoices don''t get sent to customers! by Chuck Rock on Sep 26, 2002 at 10:41:03 am Re: Manual invoices don''t get sent to customers! by Shawn Hogan on Sep 26, 2002 at 10:46:54 am Re: Manual invoices don''t get sent to customers! by Chuck Rock on Sep 26, 2002 at 11:06:18 am