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6 min⚡️6 min 54 sec5 min 31 sec4 min 36 sec3 min 41 sec3 min 15 sec2 min 45 sec2 min 12 sec
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6 min⚡️6 min 54 sec5 min 31 sec4 min 36 sec3 min 41 sec3 min 15 sec2 min 45 sec2 min 12 sec
Document Worksheets: Sending Reminders to Customers
Adrianne Galvez・
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11 comments
Adrianne Galvez
Sept 20, 2023
Intro
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Adrianne Galvez
Sept 20, 2023
Open 2 pages. Posted Sales Invoice and Document Worksheet
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Adrianne Galvez
Sept 20, 2023
Document Worksheet COD Template Filters
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Adrianne Galvez
Sept 20, 2023
Create New Filter for Document Worksheet in Posted Sales Invoice Page
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Adrianne Galvez
Sept 20, 2023
'Save As' Filter
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Adrianne Galvez
Sept 20, 2023
Create New One for NJ
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Adrianne Galvez
Sept 20, 2023
Document Worksheet Page Reset
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Adrianne Galvez
Sept 20, 2023
Click Ok to run customer list who need reminders
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Adrianne Galvez
Sept 20, 2023
Suggest Lines > Ok > Loaded
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Adrianne Galvez
Sept 20, 2023
Before sending documents so that credit will know who to contact for past dues next day before placing on COD.
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Adrianne Galvez
Sept 20, 2023
Click 'Send Documents'. Only click when you have properly reviewed filters are accurate since emails get send directly to those customers. Avoid sending necessary or multiple email reminders.
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