Re: Invoice reporting

Rudy Komsic ( (no email) )
Tue, 14 Apr 1998 17:39:59 -0400

well, what we would like to do is the following, First of all when we send the
Invoice via E-Mail, instead of invoice #, we would like to use the Invoice
Date as the billing contact information. We currently use Quickbooks Pro for
Canada since is it does everything what we need (plus Multiuser and ODBC
Support coming up in the next release [fingers crossed]) When we currently
send E-Mail Invoices, the E-Mail Invoice is currently fixed to what Emerald is
set up as. I need this to be configured via our side. 3rd we want to be able
to print daily reports on who has to be invoiced. Currently with 2.1 emerald
we noticed that when we create new accounts, the standard extended time does
not stay for the customer. I hope 2.5 will address this problem.

-----Original Message-----
From: Dale E. Reed Jr. <daler@iea-software.com>
To: emerald@emerald.iea.com <emerald@emerald.iea.com>
Cc: emerald@iea-software.com <emerald@iea-software.com>
Date: April 14, 1998 2:52 PM
Subject: Re: Invoice reporting

>Rudy Komsic wrote:
>>
>> I was wondering if version 2.5 will have the capability to make Invoices
for
>> 3rd Party software. What I mean is this. Each day as we create invoices
(and
>> send them via E-Mail), I would like to produce a summary report which will
>> show the following:
>>
>> Name of MBR
>> Account Name #1 Date of Invoice
>> Description of Charge Amount before taxes
>> Description of Charge #2 Amount before taxes
>> Account Name #2 Date of Invoice
>> Description of Charge Amount before taxes
>>
>> tax #1
>>
>> tax #2
>>
>> Total $
>>
>> etc
>>
>> Must I make this with Crystal reports or could you add this feature. also
we
>
>You should be able to get that pretty easily out of the database. The
>payments report shows current payments, and it would be fairly easy to
>remove the payment side of it (just giving you the invoice amounts).
>
>What kind of program are you trying to get this information into?
>
>> need Multilanguage support since here in Canada we need to supply both
french
>> and english versions...
>
>CR is available in many languages. You could make most of the report
>in French, but you would have to do some tricks with the Account Types
>to have them in French as well.
>
>--
>Dale E. Reed Jr. (daler@iea-software.com)
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