How to set up automatic email notification to our customers for Outstanding AR invoices

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Hi all,

Does anyone know how to set up automatic email notification to our customers for Outstanding AR invoices in Dynamics GP?

We would like to send out the automatic notification to 2 weeks prior to due date, on due date, and past due notification until we collect.

Thanks,

Chiharu

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Microsoft Dynamics GP

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Beat Bucher GP Gee... 28,058 Moderator on at

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Hi Chiharu,

To the best of my knowledge, this is not possible within GP itself.. you have to purchase a 3rd-party add-on for GP, like Collection Management from ProfAd.. This tools has the ability to setup scheduled e-mails to customers to send them reminders about outstanding balance for unpaid invoices..

In GP you can setup yourself a reminder to run a report for outstanding invoices based on the due date, but there is no way to automate e-mailing of those reminders AFAIK.

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Thank you Beat for your comment. Can anyone share the experience with the "3rd-party add-on for GP, like Collection Management from ProfAd" or suggests other add-on products for AR invoice notifications to the customers?

Thanks!

Chiharu

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Craig Fuller 411 on at

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If you have SQL Enterprise Edition you could also look into using a Data-Driven subscription. I am just finishing up a project to automate our Customer Statements. We were already using an SSRS report to produce and export our statements to Excel. AR would manually do this and email to each customer. The Data-Driven subscription allows a single subscription to be created and the report processed once for each row of a separate SQL (hence Data-Driven) query. Each query row contains all necessary report parameter values along with the email addresses to send to, export format etc.

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Beat Bucher GP Gee... 28,058 Moderator on at

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Thanks Craig,

I forgot about SSRS, but it requires a little more work as there are pre-built reports for GP, but none of them setup for automation.. I remember having setup some inventory monthly reports that would be exported to a shared network drive in Excel format to be used by the production department for manufacturing.. However, they could be scheduled to be e-mailed as well, though it might not be as easy.

Then there would possibly also be Power BI, which can automate quite a deal of reporting too, but involves some setup as there is nothing out of the box for GP (at least nothing usable IMHO).

Chiharu,

ProfAd's Collection Management works pretty smoothly, but of course there is a cost associated to it to buy the product and pay annual maintenance for regular updates. Their support is easy to work with and efficient based on my past experience. Don't remember how much it is, but you might look that up on their site (and watch a few trainings): https://blog.professionaladvantage.com/category/collections-management/

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Joseph Markovich 3,976 on at

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If you're willing to go the SSRS route, you could have a customer statement or even the actual SOP invoice created in SSRS. Then use a reporting/automation tool like Rockton Software's Dynamics Report Manager to send out the statement or forms -- where any outstanding invoice meets your criteria: 2 weeks prior, due date and overdue.

The SSRS reports can be scheduled to send based on that date criteria.

I am working on a project like this right now where it will send a nightly statement to each customer that has any overdue invoices with the overdues highlighted in red.

Hope this helps.

Joe

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