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117hi all,
You know all the scenario: customers who stall there requirement to pay an invoice with the excuse they did not receive the invoice. Off course, one need to review how "waterproof" the process is for sending invoice to the customer to make sure that they timely & correctly receive the invoices, you will never be able to avoid these situations as some customers use it as strategy to delay outgoing cash-movements.
And as a supplier, the power lies with the data. As a good supplier, we will provide the necessary invoice copies but we should not be take as fools off course. We need to be able to capture if a copy-invoice has been send and when and to who. So upon selecting a transaction in the customer collection details, we should be able to see when a copy-invoice has been send to the customer already. So that we provide a push-back to the customer in case they request a second copy or still have not yet paid the invoice etc...
Currently we are using an activity to capture that we have send a copy-invoice but it is not linked to a certain transaction and therefore it remains cumbersome sometimes to retrieve this information when needed. Also, there is not status, counter or whatso ever to help us easily identify if copy invoices have been send or not.
What is in your experience the most efficient way of capturing this data?
Looking forward to your experience,
Jo
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