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Subject Author Date
Automatic notification when a customer payment is due Richard 01-20-2008
Posted by Richard on January 20, 2008, 9:43 am
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 Guys, perhaps I'm being dim but this is what I want to do if possible.
Members pay for a one year's membership starting on the date they join
which can be any time though out the year. I want a way of being
notified when there sub is due, and ideally a way of a sales receipt
being generated and sent to them!

Hope something along these lines is possible either in QB or something
else.

Very many thanks.
--
Richard

Posted by Laura on January 20, 2008, 4:11 pm
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> Guys, perhaps I'm being dim but this is what I want to do if possible.
> Members pay for a one year's membership starting on the date they join
> which can be any time though out the year. I want a way of being
> notified when there sub is due, and ideally a way of a sales receipt being
> generated and sent to them!
>
> Hope something along these lines is possible either in QB or something
> else.
>
> Very many thanks.

Look at Memorized Transactions. Create the initial invoice and then select
Edit>>Memorize invoice. You can have the invoice automatically generated or
to prompt you to generate it. Specify the frequency is annual.

I don't see any option in the screen to have to send the invoice to the
customer. You will need to do that last step manually.


Posted by Richard on January 21, 2008, 2:43 pm
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In his posting of Sun, 20 Jan 2008, Laura writes
>
>> Guys, perhaps I'm being dim but this is what I want to do if
>>possible. Members pay for a one year's membership starting on the date
>>they join which can be any time though out the year. I want a way of
>>being notified when there sub is due, and ideally a way of a sales
>>receipt being generated and sent to them!
>>
>> Hope something along these lines is possible either in QB or
>>something else.
>>
>> Very many thanks.
>
>Look at Memorized Transactions. Create the initial invoice and then
>select Edit>>Memorize invoice. You can have the invoice automatically
>generated or to prompt you to generate it. Specify the frequency is
>annual.
>
>I don't see any option in the screen to have to send the invoice to the
>customer. You will need to do that last step manually.

Thanks for the suggestion Laura, but I cannot see it working for my
application unless I save every Sales receipt and that would seem to be
a pain<G>

It would be really brilliant if there was a neat answer to this problem.
There must be many people with this same problem. All the people
running clubs or situations where an annual payment is required.

Perhaps I should post under a different thread.

Cheers

Richard
--
Richard



Posted by dpb on January 21, 2008, 7:50 pm
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Richard wrote:
...
> ...unless I save every Sales receipt and that would seem to be
> a pain<G>
...
If you don't (save the info, that is) how is any application (QB or no)
going to be able to generate it and know to whom to send it?

If you're using QB, Laura's suggestion seems the way; for an
internet-accessible group it would seem a 'bot based on the users'
signup records could be coded relatively easily to prompt them in the
forum when their access period is getting ready to expire however, which
is where I'd probably choose to do it instead of in QB.

--

Posted by Richard on January 22, 2008, 7:32 pm
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In his posting of Mon, 21 Jan 2008, dpb writes
>Richard wrote:
>...
>> ...unless I save every Sales receipt and that would seem to be a
>>pain<G>
>...
>If you don't (save the info, that is) how is any application (QB or no)
>going to be able to generate it and know to whom to send it?
>
>If you're using QB, Laura's suggestion seems the way; for an
>internet-accessible group it would seem a 'bot based on the users'
>signup records could be coded relatively easily to prompt them in the
>forum when their access period is getting ready to expire however,
>which is where I'd probably choose to do it instead of in QB.
>
>--

Thanks for trying to assist. I did not make myself clear when replying
to Laura, but what I meant to say was that it would be cumbersome to sae
a memorised invoice of sales receipt for every transaction. Perhaps I
did not correctly understand the scheme she had in mind!

Please would you explain what you mean by a Bot please. I do not want
to use the forum for reminding individual members that their annual
payment is due.

Many thanks
--
Richard


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