Tracking previously Mailed and Emailed Invoices
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Storageinasnapp
Registered User ✭✭✭
Is there a way to run a report on how many invoices went out by mail and how many went email for a specific date range.
Since we started emailing some invoices, per out tenant request, we are curious as to how much postage was saved.
I know you can see how many you are sending the day of, and you can see them in "Unpaid Invoices" but I would like a populated list over the past 6 months
Since we started emailing some invoices, per out tenant request, we are curious as to how much postage was saved.
I know you can see how many you are sending the day of, and you can see them in "Unpaid Invoices" but I would like a populated list over the past 6 months
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Comments
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skinman Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Someone will chime in to correct me if needed, but I do not believe there is a way to track invoices in the way you are looking for.1
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Thanks. I didn't think so.
I searched through everything I could think of. I will just track next month manually, since when you initially print invoices, it tells you how many Mailed & Emailed. :-)1 -
Jeffrey_Buller Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭It would be time consuming but if you have the sent emails you could do a count.1
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Orkocean Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Pretty much as @Jeffrey_Buller says. Pull up your sent email folder, search for whatever you title your invoice emails as and select them all and see how many it says you've selected.1
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teamcapitola Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭I was waiting to hear about some super secret Sitelink "hidden reporting menu" key combination way of doing this.... oh well...3
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You could go to the Invoice tap under Billing & count how many customers you have marked for E-mail vs. Print. At my location I do not mail Invoices, When I took over this location 1 1/2 years ago the customers did not get invoices, once I started here I starting sending them out via E Mail & a lot of customers where Surprised & Very Happy.1
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