About Stephanietang

Stephanietang · ‎12-09-2019

What report can I pull to report on when the document was emailed on a bill-run? See example of the field I want to report on in the UI:

Stephanietang · ‎08-23-2019

We currently have the option for 'Invoice: Last Emailed Sent Date," can we also have a field for: First Emailed Sent Date? I want to be able to identify when invoices were first sent from a Bill-run. Let me know if there are any work arounds.

Stephanietang · ‎08-19-2019

The current 'Invoice Delivery Preferences' to choose from are: Email Print (Blank) Below are my proposed changes: 1. Add a customed 'Invoice Delivery Preference' such as 'Upload' Use case: In some cases, we upload invoices into portals instead of emailing or printing the invoice. We'd like to easily distinguish which ones are being uploaded. 2. Change the settings to make 'Invoice Delivery Preferences' a mandatory field Use case: We have accounts being set up with Invoice Delivery Preferences = (blank), which means neither print or email. Therefore, these accounts are not being emailed or printed when there should be at least one delivery preference.

Stephanietang · ‎08-13-2019

Hello, I wanted to see if there was a current work around?

Stephanietang · ‎07-12-2019

How do you report on emails that have bounced?

Stephanietang · ‎06-24-2019

When pulling a Subscription data source, what field would I select to report on the "Expired Date?" "Cancelled Date" is an option but, not "Expired Date."

Stephanietang · ‎05-29-2019

On the customer account page, we have "Last Invoiced" under the key metrics. Can we add "Last Payment Date" as well? If not, is there a current work around to populate last payment date?

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Re: Reporting on 'Invoice: First Email Sent Date'

Reporting on 'Invoice: First Email Sent Date'

Add Additional Customed Preferences for 'Invoice Delivery Preferences' and Make it a Mandatory Field

Re: Add "Last Payment Date" Under Key Metrics on Customer Account

Reporting on Emails that have Bounced

Re: Difference Between Expired Vs. Cancelled Subscription Status

Add "Last Payment Date" Under Key Metrics on Customer Account