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I am trying to find a workable solution to resend unpaid invoices at specific intervals (7, 14, 30 days)
Dunning letters are not available due to licencing for MYOB Advanced (only in Enterprise).
Has anyone done something like this using notification templates?
Thanks
Crestwood Associates has a Collections Manager Module that provides this capability. You are welcome to contact me or see out website for more information: https://www.crestwood.com/product/collections-management-for-acumatica/
-Christine Jacob, Crestwood Associates, 407-902-6101
You should be able to do a Business Event for this. Your Generic Inquiry dataset would be Invoices that still have a balance. And you would send the email alerts on some kind of schedule.
Sadly Business Events don't seem to be a function supported by the current MYOB Advanced Release (at least in the Plus edition) [Build 2018.1.3.1139 [18.108.0016.188]]
What about using the customer statements facility? I don't think it's a good idea to resend the same invoice multiple times to a customer.
You should look into
https://www.myob.com/au/addons/listing/91/ezycollect/
This is a perfect Debtor Management tool and will add real value to your client
Hello,
I use a Business Event to send out past due invoice notices via email. This works well but I have two issues. The first is the formatting of the amount owed in the email. When this field is viewed in the GI, it displays properly, 1,165.30. however, when displayed on the email, it does not format properly. I am hoping there is a work around for this.
Invoice # 044720, Date Due 4/3/2020, Amount $11652.3
The second issue is that I would like to attach the actual invoice to the email as that is often requested. While I was at the Summit, I did make a contact from Acumatica and she has sent me an email with a possible work around for that. I will post again after I read and attempted to implement that process.
Thanks so much.
@john-toney Hi John, hope you are well. Have you found a way to attach the actual invoice to the notification generated by the business event? Thanks
@patricia-batisti Hello Patricia,
Not sure if you are still looking for a way to attach a report to an email generated from a Business Event.
I noticed that with our latest build (Acumatica 2020 R1 Build 20.116.0032), that you are able to easily attach a report and you can also embed a report in the Notification Templates screen. I actually do both for our AR notices. I embed the AR Register Mailer as an HTML report right into the email body and then I also attach the Invoice/Memo report to the email as a pdf. file. This works great.
@john-toney I wish Generic Inquiries gave you better control over formatting. I can't think of anything in the email notification setup that would allow you to control the formatting, but there might be something that I'm not aware of.