Sending out second/third follow-up invoices

[carrins]

As a new guy to PT, I'm trying to figure out how to send second/thrid follow-up invoices to clients. I don't want to change the date on the original invoice, but I need to be able to keep track of when the second or third follow up invoice was sent. Is this something that I can only put in the notes on the invoice or is there somewhere else that will tell me if I've sent a second or third invoice out, and when?

[Robert Walraven]

I think you want to send out Statements rather than Invoices.

[CraigFL]

My experience is that customers tend to ignore statements because they can't see the invoice, only the invoice number. So, I send out a copy of the invoice with the statement which makes it more effective. I print the invoice on a special form which says "Signature on file" so that I don't have to retrieve the original paper one. The statement does have a date on it and the system tracks when the last one was sent but not how many.

[Reenwad]

Just open up that invoice and re-print it.

I actually made an invoice that prints a big "PAST DUE" on the bottom of it.

When I go to print it, instead of using the normal invoice, I use the one I named "Statement Invoice" so it prints the PAST DUE on it!

[carrins]

No clue on how to keep track of when the follow-up invoices went out? Again, I don't want to change the original date on the initial invoice. When I send out the second/third invoice, it's marked "PAST DUE" and the date it was sent is printed on it. But when I enter the customer number and pull up their invoices, it just shows the initial invoice and not when any follow up invoices might have been sent. How can I pull up a list of those clients who were sent second/third invoices?

[rosech252]

How many of these are you sending? If it isn't too many, you can go into the individual invoice and under "notes" enter a note to print on the invoice. Like, "Resent, 3/13/08". Then "Second resend, 3/31/08" Something like that.

[carrins]

I'm sending out a bunch of them. Probably a couple of hundred. That'll be pretty time consuming to put a note in every one of them. There's no report or list that I can print that will show which invoices have been sent multiple times and when?

[rick Prindivill]

There is nothing in the Peachtree database that denotes the number of times an invoice has been printed.