The statements have all of the same information that the invoices have, plus
the statements include information about any previous balances/credits and
also indicate the actual amount due--invoices don't do that. There's
nothing that the invoices show that the statements don't show.
Several months ago, we were pretty confused about all of this also (we had
been using Emerald since 1996), but eventually, something clicked and it
made sense. We send out only statements--never invoices. Every rare once
in a while, a customer complains about the word "statement" on the
statement. If your customers complain too much, just change the "Statement"
to "Invoice" in statement.rpt and that's it.
Sending invoices and statements is a waste of effort, time, and money (if
sending via snailmail) not to mention it's more stuff for the customer to
sift through. Send just the statement and make your life easier as well as
your customers :)
----- Original Message -----
From: "Ronnie Franklin" <firstname.lastname@example.org>
Sent: Monday, August 26, 2002 12:20 AM
Subject: RE: [Emerald] Re-send invoices
> Invoices.. Invoices have the detail of what the charges are for,
> statements do not. Most customers want an Invoice to show them exactly
> what each charge is, not just a total.
> Normal proceedure for the business world is to provide an invoice for
> each service or goods purchased, then provide a statement once a month
> for those accounts that have a credit line.. My customers do not have a
> credit line, they pay for their services in advance.
> IF I ever get to the point that I want to send statements, I will have
> several thousand that I do NOT want to send.. So can I just populate the
> Sentdate with a query like this...
> UPDATE Statements
> SET sentdate = statementdate
> WHERE (SentDate IS NULL)
> > -----Original Message-----
> > From: email@example.com
> > [mailto:firstname.lastname@example.org] On Behalf Of Dale
> > E. Reed Jr.
> > Sent: Thursday, April 25, 2002 7:15 AM
> > To: email@example.com
> > Subject: Re: [Emerald] Re-send invoices
> > > Due to the "text mode" failure of 4.2.1 I would like to resend all
> > > UNPAID invoices that were generated during the last 15
> > days. Any one
> > > have a script to set those to resend, or tell me where and what the
> > > options are to do that are?
> > Invoices or statements? You should be sending Statements to
> > your customers, not invoices.
> > Dale
> > ------------
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