Email Invoices

[Macola10]

Progression SQL 7.8.2
Microsoft Server 2008 R2
Microsoft SQL Server 2008

A lot of customers are asking for invoices by email. We can batch a lot them together, print to file, re-run with the ICR invoice to pdf and email. But for the customers with the single invoices, if we batch together, all the invoices are together. We have to do an invoice at a time to create a pdf that can be emailed.

Have any of you partners written anything to address this need?

Thanks

Donna

 

[dgillz]

Do you own Event Manager? This is the way to do this.

Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html

 

[Macola10]

Nope...thanks for the response.

 

[dgillz]

You need to look into Event Manager - not Exact Event Manager but Vineyardsoft. You'll never regret it.

Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html

 

[crystalreporting]

I do this for a lot of Macola customers using Ido Millets Visual Cut product.

Use a yes/no field on the Contacts screen to identify those contacts that receive emailed copies of invoices - this allows you to have multiple recipients on a single customer account.

Create or use an existing Crystal invoice form and group it by customer and contact and add criteria so that only contacts with the yes/no field checked are included.

Use Visual Cut to 'burst' the invoice and email to each individual contact - then schedule it to run each evening using Windows Scheduler.

The same concept can be used to email ACH notices to vendors, statements to customers, acknowledgements etc. etc.

Peter Shirley
Macola Consultant, PA and surrounding states.

http://www.erpessentials.com

 

[crystalreporting]

Of course - you'll only find the Contacts tab in Macola ES or Macola 10. For Progression, you'll have to use a user defined field on the customer.

Peter Shirley
Macola Consultant, PA and surrounding states.

http://www.erpessentials.com

 

[Macola10]

Thanks for all the replies..different suggestions from what I got from Macola and WiSys...I will look into them.

 

[MenuItem]

A little late to the party, but...

We use a program called Check Factory (

http://www.trans-micro.com/)

to batch and email invoices and statements (written in Crystal Reports).

Email addresses are stored in a SQL table, since the accounting email contact in the AR customer record is not always where invoices and/or statements must be sent. Fields are essentially Cust_ID, email_addr, Doc_Type (I=Invoice, S=Statement, etc.) If no email address is found, it is replaced by our email address so they can be printed and faxed to our neo-luddite customers.

And Don is absolutely right. Even if you don't use it for this project, you definitely want Vineyardsoft's Event Manager!

Cheers,
Randall

 

[Macola10]

Thanks for all the solutions....looking into a few of them.

Donna