Emailing Outstanding Invoices and Statements

Kinetic ERP
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1

Is there anything native to Kinetic that automatically emails a copy of a customer’s statement and invoices that are X number of days past due? If not, would love to hear what others have done to make this not a fully manual process.

2

There is the Reminder Letter functionality in AR that you might call semi-automated.

  • You setup a Reminder Group, and attach this to customer accounts you wish to be included.
  • Use the Reminder Letters Generation screen
  • Print Reminder Letters

If you have an APR config attached to the Reminder Letter Report Style - then you can automate the sending via email.

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