I would LOVE to see a default way to send past due AR invoices out to customers. Ideally, it would be a schedule-able report that allows you to enter certain parameters (days past due, customer, amount, etc) that would print a batch of invoices that meet the criteria. The emailing could then be ha…

Couldn’t this be done with a Scheduled BAQ Report? Curious (Haven’t tried it myself)

Can you just make a quick search with your criteria in the BAQ? Is there a mass print for invoices? (I haven’t looked)

How would I generate the invoices?

[image] hmwillett: How would I generate the invoices? [image] Banderson: Is there a mass print for invoices? (I haven’t looked) That would be this piece that looks like it doesn’t exist… I think that simply a report that allows you to create a search against it and print more than one…

Sorry–I totally missed you asking about the mass print (time for more coffee). There is, but you can only print by customer in a range of invoices. Unless a certain range is past due, it doesn’t due much good.

[image] hmwillett: Sorry–I totally missed you asking about the mass print (time for more coffee). I have a nasty habit of finishing my thoughts after I hit send, so I end up editing responses. Where is the that report by customer? I wonder if you can apply a baq search?

Financial Management/Accounts Receivable/Reports/Mass Print AR Invoices In reality, all that would need for this enhancement is to add some more filter options such as days past due.

This made me think of a new feature in 10.2 regarding AR. There is now an AR Aging feature, where customers can be assigned to Aging Codes that define how late an invoice can be and then you would nightly schedule a AR Aging Hold Process that would review each customer and put customers on Aging H…

The Aging Hold would only fire the first time it’s put on, though. We want to send invoices weekly until they pay up. The reminder letters and customer statements weren’t what we were looking for. They want to send the actual invoice. AR’s statement was “Customers don’t pay off of statements or rem…

Automate Past Due AR

Feature Requests and Suggestions

hmwillett (Hannah Willett) August 14, 2018, 4:50pm 3

Wouldn’t you have to create the BAQ and the report to feed that as well?
I already have the RDD and the Invoice Form–why not have something standard that utilizes those?

Topic		Replies	Views
Daily Mass Email of AR invoices Epicor ERP 10	7	4286	April 21, 2026
Automatically Send Invoice on Past Due Accounts Epicor ERP 10	8	2803	August 6, 2017
Emailing Outstanding Invoices and Statements Kinetic ERP ssrs , kinetic	1	1362	October 27, 2023
Alert or Email when Invoice is Due Epicor ERP 10 e10	3	1122	August 18, 2020
AutoPrint at a specified time Epicor ERP 10 bpm	11	1772	October 8, 2019

Automate Past Due AR

Related topics