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Many of our clients have differenty invoicing schedules and we don't want to miss dates.
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We need a little more information on your issue. Are you using SOP or Receivables Invoicing? I am assuming that these are recurring invoices. Do you need to invoice some people on the 15th and others on the 21st for example or do some customers need to be invoiced every 30 days while others need to be invoiced every 15 days?
It a bit more difficult than that. We have some clients that are invoiced per quarter, some annually, some on a custom schedule to fit business requirements. So there isn't a specific date, specific time period or specific frequency where client's can be grouped together. Some are recurring, but not all. We are using Sales for invoicing. At this point we are using Outlook calander to track. Very manual.
Thank you for any light you can shed on this.
If you can use one of the date fields in the SOP transaction to indicate the date when the document needs to be invoiced, then Business Alerts or even a Smart List can be used to notify you of the docs that are ready to be invoiced.
Another option is to tie an Extender window to the documents and place invoicing dates in that window. You can then use Business Alerts or a SmartList (using Smart List Builder now) to notify you of docs ready to invoice.
So..In the Sales Transaction I only see one date field. Are you suggesting just to have a date in the future there, keep it in a sales batch and run a smart list which will pickup that unposted transaction.
Hit the expansion arrow next to the date field to show more dates in the record.
You might also use the Extender to add fields to be used.
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