AR Past Due Emails

Modified on Thu, 07 Sep 2017 12:08 by Curtis Riddle Categorized as Accounts Receivable

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===General Information===

'''Default Menu Location''':  Transaction >> Accounts Receivable >> AR Past Due Emails

'''Screen Name''':  ARPASTUDE

'''Function:'''  Sends emails or faxes, along with a Customer Statement attachment, to customers that have past due invoices.

[imageauto|AR Past Due Emails|http://abiscorp.com/adjwiki/screenshots/arpastdue-sm.png|http://abiscorp.com/adjwiki/screenshots/arpastdue-lg.png]

===Fields===

'''Cust# / Company''':  Enter a Customer ID or Name to filter the emails to a single customer.  Leave these fields blank to send emails to all customers with past due invoices. 

'''Invoice Status''':  Filter by invoice status or leave as "All" to send emails for all invoices. 

'''Past Due Days''':  Grace period of days past the due date.  Only invoices that fall outside this grace period will be sent.  For example, if the due date on an invoice is 09/23/2013, and the grace period is 5 days, then it must be 09/29/13 or later in order for the invoice to be sent.  

===Options===

'''Print / Auto-Process''':  Choose the first option to review which customers will receive a notification.  You can combine this option with the "Mark as Sent" checkbox to mark all invoices as being sent to the customer without actually sending them a notification. 

'''Customize Email Form''':  This button will allow you to customize the attachment that is sent with the notification. 

'''Mark as Sent''':  Marks invoices as being sent via this screen.  

{s:yellow
| text = An invoice will only be sent once!  If you run this screen every day, it will only send new invoices that have fallen outside of the grace period.  
}


===Additional Info===

* Create an email template named ARPASTDUE for the email body (or fax cover letter).  [^http://justpaste.it/arpastdue|Example here].

* The AUTO-EMAIL and AUTO-FAX attributes on the organization determine how the customer is notified.  Customers with a AUTO-PRINT attribute (or no auto-email/fax attribute) will be printed. 

* You can omit customers from ever receiving a notification from this screen by assigning the NOARPASTDUE attribute. 

* The setup option ARPASTDUEATTACH will automatically attach the outstanding invoices to the email when from the AR Past Due Email screen. This will only work when Auto-Process (Single Report per Customer) is selected. The attached documents will be sent to the AR Contact.

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AR Past Due Emails