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ID477 - Tracking Invoices Coming Due Overview & Sample:

Invoices Due with the ability to see filter parameters based on subscription variables.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

Notifies each weekday morning of all the sales invoices coming due based on your filters set in available variables. Can filter to only report on Blanket PO field or ALL POs. The intent is to be able to track invoices from the time of creation, whether for a manual credit card process, sales rep follow-up if unpaid, or any other 'extra-special' need. 

Run Schedule: Weekdays AM

Type of Output: Email

 

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Sample

Sample

ID477Sample.PNG

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Variables

Variables

ID477Variables.PNG

Variable W: Blanket POs to check for (separated by a comma) or leave blank to trigger on ALL sales invoices.

Variable X: Enter Qty of Days  to Notify relative to Invoice Due Date (-5 for five days before, 5 for five days after)

Variable Y: Amount due > $ (whole numbers only, no decimals please)

Variable Z: Branch Numbers to trigger on, separated by comma, or leave blank for ALL.

 

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Alert Functionality

Alert Functionality

1. Email is sorted by Branch Number, then by Amount Due.

2. You can list blanket POs to limit the invoices that the alert triggers on. If you limit the alert using variable W, the alert checks for the PO on the invoice:

477_pooninv.png

To automatically populate a PO number on all of a customer's invoices, set the number in the blanket PO field on the customer record:

477_ponumbercustrec.png

3. The alert is looking for invoices where the due date is Variable X days away from the date the alert is running.

477_payduedate.png

A negative number in this variable will report the invoice that many days BEFORE the due date, a positive number will report when the invoice is that many days PAST the due date.

4. To only report on invoices with a specified amount due, enter that whole number in variable Y.

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Best Practices & Tips

Best Practices & Tips

None at this time

 

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Related Alerts

Related Alerts

ID273 - Alert all Contract invoices past due > W Days

ID407 - Outstanding Invoice/Credit Past Due X Days

 

 

 

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