I'm looking for advice/direction/ideas from the list's collective
experience in emailing invoices to customers.
I've set up a client to email their invoices to certain selected
customers of theirs.
I'm using the PRINT command with EMAIL ON in a WHILE loop - the PRINT
command is below.
I don't think guts of the WHILE loop are important cuz the variables are
correctly defined and invoices are getting emailed as an attached PDF.
The PDF file name is ('.\ARInvoices\Invoice'+ (CTXT(.vInvoice#)) +
'.PDF') - e.g. Invoice12345.PDF in the ARInvoices subfolder.
The email address to which they are being sent, ,vInvEmailAddress, is a
specific address to the customer's payables dept for invoices.
The custom subject, .vSubject, for each email is ('Invoice for PO#' &
.vPONum & 'from ClientName')
The custom body of each email is ('Attached please find ClientName's
invoice number' & (CTXT(.vInvoice#)) & 'for your Purchase Order'
&.vPONum +'.')
The results: Some customers are getting their emailed invoices (good)
and paying them (better).
The problem is that a significant number of emailed invoices are not
getting through to the customer's Payables dept (worst) for several
possible reasons that we can think of:
* The email is treated as junk mail - we had customers white list
[email protected].
* In some cases, it seems that customer's ISP may be intercepting the
emails because customer claims they never received them. I'm not sure
how likely that is - ISPs shouldn't be filtering (mine sure doesn't). I
suspect customers received but can't find the emails.
Could ISPs be filtering based on client's old/unrecognized (but working)
ISP, optonline.net ?
* The email was rejected because it had an attachment, though we don't
know where it went - junk folder, automatically deleted...?
The solution is to code the invoice info into the body of the email to
eliminate the attachment but could be more cost than its worth.
* Could anti-virus software be intercepting the emails (and not paying
them :)?
* Use RMail to request a return receipt? If we can get this to work
using the PRINT command, RMAIL won't be needed.
I'm proposing this checklist for emailing invoices:
* Personally contact each customer before starting to email invoices.
* Confirm email address for customer's AR Invoices
* White list Client's email address on customer's email software and
anti-virus & spam filters.
* Email one invoice to customer and confirm it was properly received and
processed.
Any other ideas, suggestions or advice?
TIA,
Doug
PRINT InvoiceEM +
WHERE INVOICE# = .vInvoice# +
OPTION PDF|FILENAME .vPDFName +
|EMAIL ON +
|EMAIL_TO_LIST .vInvEmailAddress +
|EMAIL_SUBJECT .vSubject +
|EMAIL_BODY .vBody +
|EMAIL_FROM_NAME ClientName +
|EMAIL_SHOW_DIALOG OFF +
|EMAIL_FROM_ADDRESS [email protected]
R:Base ver X.5E
--
This email has been checked for viruses by Avast antivirus software.
www.avast.com
--
For group guidelines, visit
http://www.rbase.com/support/usersgroup_guidelines.php
---
You received this message because you are subscribed to the Google Groups "RBASE-L" group.
To unsubscribe from this group and stop receiving emails from it, send an email
to [email protected].
To view this discussion visit
https://groups.google.com/d/msgid/rbase-l/c8e3f582-2c51-4e8c-96c2-cd991fd7c42b%40wi.rr.com.
