ID800
Email Past Due notice and copy of Invoice to your clients
Output Type: Email
Emails copy of any past-due invoice(s) (Sales, Misc, Contract, Proposal, Service) to your AR Contact on Bill To Customer Record. You can select if this alert only sends to specified customers OR to all (via VariableZ). Invoices email when days past due reached per your VariableW setting and again when days past due matches that in Variable2. Note there is one email per invoice type. Ensure the from address is an email your customer can reply to, we will send you a daily report of emails sent/not sent.
Emails listed in TO receive emails sent to customers, Emails listed on CC receive Daily Summary ONLY, Emails listed in BCC receive both actual emails and daily summary.
*ID800 main - clones ID853, ID367, ID27 and ID979
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID213 | AR Collection letter with past due bucket Amounts (First & Second Notice) | ID213 is a past due mini statement, with no invoices attached, ID800 includes past due invoices as attachments. | No |
| ID387 | No AR Contact with email assigned to Customer Record | ID387 ensure you have an AR contact with email. | No |
| ID767 | Missing AR Contact | ID800 will email invoices as they become past due, ID767 will send a list of all customers with no AP contact/email. | No |
| ID947 | Daily Housekeeping Tasks | Yes | |
| ID717 | Unapplied AR Payment Review | No | |
| ID669 | Online Payments Process to Allow your Customers to Pay You Online | No | |
| ID305 | Validate Email Address Field on all Contact Records | Validates your Contact Records to ensure past due emails are received | No |
| ID437 | Email Invoices from the Document Queue | No | |
| ID520 | Invoice To PDF Engine | ID520 is required for ID939 2024.09.13 and above | No |
| ID367 | Email Past Due notice and copy of Invoice to your clients | No | |
| ID861 | Outsourced Invoice Mailing | No |