Select/Search invoices for customers who have an email

[Holster]

Hello,

We currently send invoices individually by email, but it takes forever. We'd like to take advantage of Sage 50's feature to send many invoices by email in one go, but the problem is there doesn't seem to be any way of searching these customers & their invoices out (not all of them accept invoices by email).

In the customer screen, there is a check box under "Email Settings" which reads "I send letters, statements, etc to this customer via email". There is also an "email" field. However, I can't seem to find a way of using these fields to achieve my goal and filter out those invoices for customers without this checkbox ticked (or an email address entered).

Does anyone have any ideas? I did think of using one the (currently unused) "customer" fields which appears in the dropdown list on the invoice search. We could copy all email addresses into this field and then select them out.

Thanks in advance.

[brucedenney]

As you have discovered you can't do a search on email!

BUT you can filter in the layout.

What I would do is to make a copy of the layout, add a filter to only include where sales_ledger.e_mail <> "" and use that layout to email, then in the other layout use sales_ledger.e_mail = "".

Print all the invoices in the batch to email using the first layout then print all the invoices in the batch to the printer using the second layout.

Job done.

[Holster]

Thank you thank you thank you. That all worked brilliantly. However, I'm afraid I still have one problem....

If I select more than 1 invoice, press print, choose my report and click "email", it generates a single email with a single pdf file made up of 2 invoices, rather than 2 emails to separate customers!

Any advice would again be gratefully received!

Thanks

[brucedenney]

The problem is in your email settings.

The grouping is set to sent the entire report rather than to split into email at every change in invoice number.

see http://support.makingithappen.co.uk/gui ... eports.htm

read the section after the picture "Email should contain:"

[joncan]

Hello I have found this post very helpful but I have a problem with the second filter expression.
I have followed your advice for selecting email customers using the filter sales_ledger.e_mail <> "" and use that layout for email customers, but the other filter expression sales_ledger.e_mail = "". for printer customers does not work for me it just says "Report Designer was unable to generate the report: No data was returned for this Report"
Thanks for any advice

[brucedenney]

Did you run it including an invoice for someone who did not have an email address in the customer record?

"Report Designer was unable to generate the report: No data was returned for this Report"

Suggests that there was not valid matching data ie all the invoices had email addresses.

[joncan]

Hi thanks for quick reply, yes I've selected customers with no email address. I was wondering if I've got the filter expression right could you confirm the following is correct.

In the Modify Filter dialogue box there are 4 pull down boxes with the expression from left to right:
SALES_LEDGER in box 1
E_MAIL in box 2
Equals in box 3
"".in box 4
This is the syntax in the advanced filter:
SALES_LEDGER.E_MAIL = "\"\"."

[joncan]

Hi, I've sorted it now I realise that I had added your full stop to the expression. Thanks for your help.

[brucedenney]

Sorry, the full stop was the end of the sentence not part of the expression.