Automate emailing outstanding or overdue invoices for a list of customers

Question

Has anyone achieved to automatically email run all outstanding or overdue invoices for all customers or group of them ?

fiona wilson · Answer

Hi 
 Thanks for using Sage City 
 It's not possible to automate emailing any document from the software, however, you can email customer statements that show outstanding items. There are also chase letters in Sage 50c Professional: 
 The itemised chase letters are located in: 
 
 Customers > Letters 
 
 These letters advise the customer that their account is overdue. They list individual invoices which have been outstanding for 30 days or more at the date entered in the Criteria window > To box. 
 For each outstanding invoice, the following information appears: 
 
 Invoice Reference - The reference entered to identify the transaction, for example an invoice number. 
 Date - The date entered for the transaction. 
 Details - This shows standard information for each transaction taken from Settings > Customer Defaults. By default it shows Goods/Services. 
 Value - The balance of the transaction that was unpaid at the date the letter was run to. 
 
 As the software is an off the shelf product, sometimes it doesn't meet everyone's needs. 
 We're always very keen to understand our customer's needs for future development and I've logged your feedback with our Research and Development Team for consideration in future releases of our software. 
 Have you seen our roadmap for Sage 50 Accounts? We've created it to demonstrate to our customers our commitment to making Sage 50 Accounts even better. You can have a look at www.sage.co.uk/roadmap 
 Kind regards 
 Fiona, Sage UKI

Sage 50 Accounts

Automate emailing outstanding or overdue invoices for a list of customers

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