Sends list of customers with missing AR Contact info needed to facilitate emailing of invoices
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Sends list of customers with invoice activity missing needed AR contact info. This includes AR Contact Record missing email address or no AR Contact Record at all.
Run Schedule: Tuesdays Mid-Day
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter # of months back to look for invoices to customer (for instance if '12' ignore any customer not invoiced in more than 12 months)
Variable X: Customer Types to IGNORE separated by comma, or leave blank for ALL
Variable Z: Enter Branch Number(s) to trigger on, separate by comma, or leave blank for ALL
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Alert Functionality
Alert Functionality
1. Reports on Active Customer Records (with invoice activity in last VariableW month) missing AR Contact info to email invoices.
Two trigger reasons:
- Customer Record has NO Accounts Receivable Contact listed at all:
- Customer Record has AR Contact, but AR Contact does not have an email address
2. Use VariableX to exclude Customer Types like Leasing Companies:
3. Sorts by Branch, then by Customer Records with NO AR Contact at Top, then by Total Past Due, followed by Contact Records with no or bad email, then by Total Past Due.
4. Will continue to notify until fixed, at this time there is no way (except for Customer Type exclusion via VariableX) to keep a Customer Record from reporting if missing an AR Contact.
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Best Practices & Tips
Best Practices & Tips
1. Avoid printing and mailing your invoices/snail mail and ensure your invoices automatically email from the Document Queue. By solving the missing AR Contact or email address, you ensure swift delivery of your invoices.
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Related Alerts
Related Alerts
ID213 - AR Collection letter with past due bucket Amounts
ID305 - Validate Email Address Field on all Contact Records
ID735 - Checks existing contact records for duplicates
ID800 - Email Past Due notice and copy of Invoice to your clients
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