Email generate invoices as pdf attachment files for a list of customers
Posted: 23 Oct 2019, 18:10
I am using Sage 50 Accounts Professional (v. 24.2.228.0) with Windows 7 Professional (32-bit).
Email generate invoices as pdf attachment files for a list of customers
I am trying to create a report that will email-generate (overdue, unpaid or in between dates) invoices as pdf file/s attachment/s for all or a filtered list of customers in the customer module.
The process will be similar to automatically emailing customers their statement of accounts or another report, as attachment pdf files.
The report will automatically generate 'one email per customer' and for each customer it will contain either:
one single pdf file attachment: one pdf file with all the overdue, unpaid or in between dates invoices for that customer,
or
multiple pdf file attachments: one pdf file for each overdue or so invoice document for that customer.
I have renamed an Invoice layout file as a report and moved to the reports folder.
I can run that report from the customer module and that will run all invoices for all customers.
Now I am trying to add whatever tables and built the join relations to be able to set this up, I am quite lost as I don't know which tables and which joins are required to do this...? .
I am guessing I need to filer or set up a report criteria for the required conditions of the invoices which I want to select like: 'overdue', 'unpaid', or 'in between dates', invoices. Therefore, when I run the report I can select which option of invoices I want to email to my customers.
This assuming I can filter query in my customers module a subset of customers, like: those who have a balance greater than 0.00.
Anyway, I am not a Sage report expert and I need help to achieve this.
Many thanks.
Email generate invoices as pdf attachment files for a list of customers
I am trying to create a report that will email-generate (overdue, unpaid or in between dates) invoices as pdf file/s attachment/s for all or a filtered list of customers in the customer module.
The process will be similar to automatically emailing customers their statement of accounts or another report, as attachment pdf files.
The report will automatically generate 'one email per customer' and for each customer it will contain either:
one single pdf file attachment: one pdf file with all the overdue, unpaid or in between dates invoices for that customer,
or
multiple pdf file attachments: one pdf file for each overdue or so invoice document for that customer.
I have renamed an Invoice layout file as a report and moved to the reports folder.
I can run that report from the customer module and that will run all invoices for all customers.
Now I am trying to add whatever tables and built the join relations to be able to set this up, I am quite lost as I don't know which tables and which joins are required to do this...? .
I am guessing I need to filer or set up a report criteria for the required conditions of the invoices which I want to select like: 'overdue', 'unpaid', or 'in between dates', invoices. Therefore, when I run the report I can select which option of invoices I want to email to my customers.
This assuming I can filter query in my customers module a subset of customers, like: those who have a balance greater than 0.00.
Anyway, I am not a Sage report expert and I need help to achieve this.
Many thanks.