As an administrator you can ask Vinosmith to generate a report for each Sales Rep containing their Open Accounts (accounts with open invoices) and email it to them.

This will enable your Sales Reps to take active measures to get the Account paid-up.

To activate this feature you will first need to edit the Supplier and activate Account Receivable Notifications.

Once you do this you can initiate the report generation and emailing by:

  • Click on the Orders tab
  • In the left click on Accounts Receivable - Manage link
  • Click on the Payments tab
  • From the left hand navigation, click Manage Import Payment Batches 
  • Then click on Notifications - Initiate
  • You'll then be shown which Suppliers are included in the A/R notifications

That is it. All of your sales reps with open Accounts will be sent an email with a PDF report.