Forum Discussion

jmaney's avatar
jmaney
Contributing User
12 months ago

Report - Sales - Invoice Delivery Status

Good afternoon

 

Wondering if there is a Sales report which includes the 'Invoice Delivery Status' of all sales for a selected period.

(Specifically looking for a report which shows status of 'To be Posted' or 'To be emailed')

 

Thanks in Advance.

  • Leneth_A's avatar
    Leneth_A
    12 months ago

    Hi jmaney, 
     
    Thank you for getting back to us. 
     
    AccountRight does not have the capability to generate a bulk email out of Sales. However, you may also add this function that you would like to be implemented on our Product Ideas board. 
     
     
    Feel free to post again anytime you require further assistance. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers,   
    Leneth

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    12 months ago

    Hi jmaney, 
     
    Thanks for your post and welcome here to the Community Forum. 
     
    In response to your question, as of this time, we do not have a report that shows the "Invoice Delivery Status" of all your sales for a selected period. We only have the option to print or email sales with the option To Be Printed or To Be Emailed. However, if you would like a report that shows the delivery status of all your sales, we encourage you to post your suggestions and feedback on our Product Ideas Exchange board for consideration. 
     
     
    Please do not hesitate to post again if you need help in the future. 
     
    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
     
    Cheers,   
    Leneth 

    • jmaney's avatar
      jmaney
      Contributing User
      12 months ago

      Hi Leneth_A 

       

      Thank you for your reply.

       

      Is there anyway to do a 'bulk' email out of Sales entered, where their status is 'To be Emailed'?

       

      Regards

      Janine

       

       

      • Leneth_A's avatar
        Leneth_A
        Former Staff
        12 months ago

        Hi jmaney, 
         
        Thank you for getting back to us. 
         
        AccountRight does not have the capability to generate a bulk email out of Sales. However, you may also add this function that you would like to be implemented on our Product Ideas board. 
         
         
        Feel free to post again anytime you require further assistance. 
         
        If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information. 
         
        Cheers,   
        Leneth

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