• From: USA
  • Registered: 03/26/2013
  • Posts: 93

Topic: how to keep track of overdue invoices?

is there a page to access to keep track of invoices or overdue invoices? I'm thinking something like the "sale order inquiry" but for invoices.
I know you can access invoices from "customer and sales report" but that's a lot of back and forth and not very productive specially when you have a hundred+ invoices a month to keep up with.

also, a way to resend invoices by email. my customers are always ask to resend invoices or tracking info.

thank you

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,165

Re: how to keep track of overdue invoices?

Use Dashboard Module and Theme

apmuthu's Website

  • From: USA
  • Registered: 03/26/2013
  • Posts: 93

Re: how to keep track of overdue invoices?

much better smile thank you, you're the man

is there a way to send an remind email to overdue account? something  like:

{contact_name},

Unfortunately, we have not received payment for invoice # {invoice_number} - sidemark: {sidemark}. We kindly request that you make the payment as soon as possible.

Invoice due date: {invoice_due_date}

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,165

Re: how to keep track of overdue invoices?

Refer Forum Post

After installing Dashboard Module and Theme, activate the Module for the company desired and enable the Access Roles for all users for Dashboard resource. Then browse to:

http://ip.or.domain/path.to.frontaccounting/modules/dashboard/dashboard_setup.php
and
http://ip.or.domain/path.to.frontaccounting/modules/dashboard/reminder_setup.php

and set up the reminders.

apmuthu's Website

  • From: USA
  • Registered: 03/26/2013
  • Posts: 93

Re: how to keep track of overdue invoices?

i get a 500 internal server error accessing any Dashboard page
also from Setup/Miscellaneous/ i can not access the 2 links: setup and reminder

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,165

Re: how to keep track of overdue invoices?

What version of FA are you using. It will need the latest v2.3.15 and the HG updates till 3212 - read the Release Announcement Post.

Also try to disable the .htaccess file in the distribution and troubleshoot the Apache errors thereafter to see what can be accomodated / changed (httpd.conf) in it.

apmuthu's Website