The only catch we've run into with doing this is that the canned
statement.rpt report does not make reference to an Invoice# which many
business accounts require for their book keeping.
= K
----- Original Message -----
From: "Josh Hillman" <admin-maillist@talstar.com>
To: <emerald@iea-software.com>
Sent: Monday, August 26, 2002 9:52 AM
Subject: Re: [Emerald] Re-send invoices
> Ronnie,
>
> 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 :)
>
> Josh
>
> ----- Original Message -----
> From: "Ronnie Franklin" <ronnie@itexas.net>
> To: <emerald@iea-software.com>
> 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)
> >
> > Thanks,
> >
> > Ronnie
> >
> >
> > > -----Original Message-----
> > > From: emerald-request@iea-software.com
> > > [mailto:emerald-request@iea-software.com] On Behalf Of Dale
> > > E. Reed Jr.
> > > Sent: Thursday, April 25, 2002 7:15 AM
> > > To: emerald@iea-software.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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