New Zealand Dollars
Australian Dollar
Great British Pound
US Dollar
Product Description
- Automatically send email messages to customers that have overdue invoices.
- The email message sent is based on the number of days overdue.
- The message is in HTML format using Greentree Email template.
- Include an HTML table of overdue invoices.
- Send single email to Parent Account (No emails to child accounts).
- Include an attached copy of each overdue invoice.
- Apply email address hierarchy using first valid email address in the following sequence
- Statement Distribution email address then invoice distribution email address then customer main tab email address
- The Credit Controllers name in the email template is based on the Credit Controller tree on the Customer record.
- Customers can be excluded based on a Boolean UDF defined in App Module Control.
- Customers on Stop Credit can be excluded if option selected in App Module Control.
- Customers with a Credit Balance (balance >=0) are excluded.
- Customers with Hold Balance are excluded
- Emails are automatically generated from a script scheduled to run daily or as required.
- Once an overdue email is sent to a customer a record of the message is recorded against the customer in the email tracker if that app is in use.
Product Videos
Custom Field
Minimum Greentree Version 2024.2.0
First Released in Apps Pack 2024.2.0
Required Module(s) AR
Developer Verde Group NZ
Free Trial Coupon Code 30DaysFree
Ease of Setup Super Users Only
Premium Pack No
Subscription Yearly
