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Bulk Materials Ideas

Idea and discussion portal for the bulk materials product line. Users may submit, view and vote on ideas submitted by all users.

Status Shipped
Categories Accounts Receivable
Created by Kate Knappins
Created on Nov 14, 2017

Emailing Statements

Apex currently has the ability to email invoices, but does not have the ability to email statements.  If a customer prefers billing to be emailed, they want everything emailed.  I have to manually email every statement for our email customers.  I believe there is a great need for this function.

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  • David Peterson
    Reply
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    Jun 17, 2022

    Emailing Statements to customers is LONG overdue. The vast majority of our customers still require statements. We look efficient and professional emailing invoices only to look dated and stubborn having to use snail mail to send them statements. Unless of course we want to print, scan and email every statement individually...Let's go APEX, this can't be that hard to add to the mix...?!?! Please, there are a number of us who have been asking for years...

  • Russ Weston
    Reply
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    Jan 23, 2018

    The current implementation of 'emailing' does not scale and performs poorly when there is load on the system.  We were in the process of developing a proof of concept for emailing tickets when we recognized this problem.  Note: While there might not be performance requirement for statements - we choose not to add any additional emailing capabilities to Apex until this impediment was removed.

    Currently, we have a requirement to email credit card receipts (Adding Credit Card processing to Apex) and as part of that requirement we are redesigning the email architecture.  Based upon this development effort we'll migrate the invoicing emailing process (to ensure existing functionality is not broken) and then do the credit card receipt email functionality. 

    While emailing tickets and statements are not in the scope of the credit card project - the architecture piece will be in place to implement that functionality (tickets and statements) in the future without concerns on performance.

  • Kate Knappins
    Reply
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    Jan 23, 2018

    I had asked about it in 2011 when we upgraded to version 5 and was told they were working on it.  I was very surprised to find out this still wasn't an option when I went to the Conference in 2017.

  • Corey Webb
    Reply
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    Jan 22, 2018

    Any word on this? I was told this was "being looked at" 2 years ago, but haven't heard anything else.

  • +2
2 MERGED

Statements Email Option

Merged
There is a setting in the customer file to email statements however it is grayed out and per your customer service - it isn't a working function despite the misleading setting. It would be nice to have the same options for statements as we do for ...
Rachel Metheny about 3 years ago in Accounts Receivable 1 Shipped
5 MERGED

Apex needs to add the option to email statements.

Merged
Due to the rising issues with the US Postal Service, more customers are requesting their invoices and statements to be emailed. APEX currently only offers the option to email the invoices, but not the statements.
Amanda Day almost 3 years ago in Accounts Receivable 1 Shipped