Navigate to Lists > Search > Saved Searches > New
2. Select Transactions
3. Search Title: Enter Title
Example: Purchase Orders with no applying Transactions
4. Click Criteria
5. Click Standard
6. Filters:
- Select Due Date/Receive By
- 1. Date/Receive By: Select before
- 2. Date/Receive By: Select Start of this week
- 3. Click Set
- Select Type
- 1. Type: Select any of
- 2. Select Invoice
- 3. Click Set
- Select Main Line
- 1. Main Line: Select Yes
- 2. Click Set
- Select Customer/Project Fields…
- 1. Customer/Project Field: Select Overdue Balance
- 2. Overdue Balance: Select greater than
- 3. Value: Enter 0.00
- 4. Click Set
- Select Status
- 1. Status: Select any of
- 2. Status: Select Invoice: Open
- 3. Click Set
7. Click Results
8. Click Columns
9. Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
- Select Customer/Projects Fields…
- ○Customer/Projects Field: Select Overdue Balance
10. Click Available Filters
11. Filters:
- Select Date
- ○Show in Filter Region: Enter Checkmark
- ○Click Add
- Select Name
- ○Show in Filter Region: Enter Checkmark
- ○Show as Multi-Select: Enter Checkmark
- ○Click Add
12. Click Email
13. Send Emails According to Schedule: Enter Checkmark
14. Summarize Scheduled Emails: Enter Checkmark
Note: Mark if user only would like one email going out to each Customer. If a Customer has 5 outstanding Invoices and user want him getting a separate email about each invoices then do not enter a checkmark on this box.
15. Click Recipients from Results
16. Recipient Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
. ○Select Name of the Recipient
17. Click Customize Message
18. Subject: Enter Subject
Example: Overdue Balances
19. Introduction: Enter Introduction
20. Single-Record Results: Enter Body of Email
Example: Invoice {number} is {daysoverdue} for the amount of {amount}. Your total Outstanding Balance is {customer.overduebalance}.
Note: You can modify this as required and test out sending Emails to yourself prior to sending to Customers.
21. Click Schedule
22. Daily Event: Enter Checkmark
Note: Select how often user want Email to send (ie. Daily Event). It would look through results and send out an Email on frequency selected, then user could select how many days/weeks in between Emails.
23. Series Start Date: Enter Start Date
24 Start Time: Enter Start Time
25. End by: Enter End Date
Note: Enter Checkmark on No End Date if user wanted to continue emailing with no end date.
26. Click Save & Run