If I select Email Text Invoice for customers, then batch out, WHAT
report does it use? einvoice.rpt is what 2.5 uses and that is what I
have modified, but they still get scrambled invoices.... If I manually
Email a Text or an HTML Invoice, it looks GREAT. And that funcion is
using einvoice.rpt.
So, what am missing.. Do I manually need to add the name einvoice.rpt to
the default billing group?
Can you provide a full list of fixes in 4.5?
Also, the Accounting Group is missing some functions.. Mainly "Activate
MBR" How can I enable that?
Ronnie
> -----Original Message-----
> From: emerald-request@iea-software.com
> [mailto:emerald-request@iea-software.com] On Behalf Of Dale
> E. Reed Jr.
> Sent: Sunday, April 21, 2002 11:26 AM
> To: emerald@iea-software.com
> Subject: Re: [Emerald] V4.2.1 Email Text Invoices
>
>
>
> > 1. is there not a report that I can modify for the Batch mode of
> > sending invoices? If not then how can I make that invoice
> usable, as
> > it sure is not now!
>
> There are three send methods: Print, Email Text and Email HTML. Print
> and Email HTML use the normal invoice or statement defined.
> Email text uses the text invoice or statement defined (hint,
> you define invoices and
> statements in the billing groups).
>
> > 3. I perfer to send invoices for now as that is what the
> customer is
> > use to.. Since I do not do balance forwarding, why would I want to
>
> Your customers are used to a statement, just called an
> invoice. If its a semantics issue, replace the word
> statement with invoice. The invoices will NOT have payments,
> previous balances, etc.
>
> > send statements instead of invoices? I also see a concept problem
> > with
>
> Because the statement shows all activity on the account (ie
> payments received, aging, etc). Whether you send statements
> or not, you still must create them.
>
> > statements.. Maunal says to run statements once per month..
> However, I
> > do anniversary billing and that concept won't work, or at least I
> > don't think it will... With Statements, I would need to run
> statements
> > every day so that the statement is current with the invoices... I
> > guess I just don't understand why statements would be better....
>
> Statements can be ran daily right after invoices for those using
> anniversary billing. As I mentioned before, you don't have
> to send statements, but you MUST create them. There are a
> lot of pieces in Emerald that rely on the statements.
>
> > Target date for 4.2.2?
> > And if I spend the $$ to move to 4.5.x is everything already fixed?
>
> 4.5 does have fixes that are being rolled into 4.2.2. The
> 4.2.2 patch is being worked on.
>
> > How about voiding/deleting payments.. No way to do it in
> 4.2.1 that I
> > can find.
>
> Editing and Deleting payments was added to 4.5.
>
> Dale
>
>
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