There’s a solution for that! The AR Collections CodeRunner script in PICS can send an EmFx email or fax for AR Vouchers which are either (a) approaching the due date or (b) past the due date. How great is that!
This routine compares the AR Voucher’s Due Date with the system date when it runs. We recommend it be scheduled to run daily, after the close of business (to allow payments received that day to be posted). Using these 2 dates and the parameters set in the CodeRunner script, it determines which AR Vouchers are applicable to have an email notification sent out. NOTE: To use this feature you will require an EmFX Regular license and Contact records with ‘Email AR Voucher’ and/or ‘Fax AR Voucher’ checked off.
Learn more about this helpful feature by hitting F1 when you’re logged into PICS or contact your helpful Support Team at WaudWare today!