DDMSPLUS Ideas Portal
we would like to have the system to have the ability for us to set up automatically emailing past due invoices to customers by customer so some fields in customer database where we could say Y to 'email past due invoices' and set up by 30, 60 or 90 to do so automatically. Or however it is programmed currently in EA as my understanding is we have this functionality now in EA we would like it in DDMS. we know we can email statements, we do this already we want to be able to email automatically any past due invoices any day of the week once they become past due.
This can be done using PlanetPress via A/R Statements. We create a PDF archive for all invoices that pass through PlanetPress. Then we use a special PPress process to send a Statement through. PPress reads all the invoice numbers from the statement and then attaches all of the invoices from the archive. Talk to Ted if you want to know more.