Super helpful. Thank you so much. One thing I noticed on the save search is that it pulled every invoice that was due on that date, regardless of if it was paid or not. I added the "Amount Remaining is above 0" criteria and set it to "true" and it seemed to narrow the results to only past due invoices.
Is there a way to set the saved search to filter for invoices that are overdue by -5 days? I want to send an outstanding invoice reminder email 5 days before the due date.
Not sure if you were taking questions or not, but if I have 10 clients with an invoice 60 past due and I only want 5 of the clients to receive the email notification, would I just not add in the email address to the clients information page?
can we group due invoices as per customer? Instead of sending multiple mails for each invoice, can we send one mail with multiple invoice attachments for one customer?
There is a product from Lemon Martini called Dunning+ and it allows you to attached multiple invoices to a single email (multiple invoice attachments for one customer) and it also allows you to send invoices to multiple invoice addresses. Its cost effective and I think its currently the number 2 ranked Dunning product for installs, behind NetSuites own (expensive) Dunning product.
Super helpful. Thank you so much. One thing I noticed on the save search is that it pulled every invoice that was due on that date, regardless of if it was paid or not. I added the "Amount Remaining is above 0" criteria and set it to "true" and it seemed to narrow the results to only past due invoices.
Is there a way to set the saved search to filter for invoices that are overdue by -5 days? I want to send an outstanding invoice reminder email 5 days before the due date.
Not sure if you were taking questions or not, but if I have 10 clients with an invoice 60 past due and I only want 5 of the clients to receive the email notification, would I just not add in the email address to the clients information page?
can we group due invoices as per customer? Instead of sending multiple mails for each invoice, can we send one mail with multiple invoice attachments for one customer?
There is a product from Lemon Martini called Dunning+ and it allows you to attached multiple invoices to a single email (multiple invoice attachments for one customer) and it also allows you to send invoices to multiple invoice addresses. Its cost effective and I think its currently the number 2 ranked Dunning product for installs, behind NetSuites own (expensive) Dunning product.
Champion!