Question for our Accounts Receivable users

Thomas Walker
Thomas Walker Blackbaud Employee
Tenth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions
Hi Tom Walker here from the FE product management team.

Question about A/R workflow:

1: Do you create invoices and send them on an individual basis or do you add invoices over time to clients and then generate the invoices on a certain day, or a different process

2. Since A/R does not currently have robust email capabilities, how do you send invoices? physical mail,  or another method. If other, can you describe for me?


We are doing discovery in advance of starting on A/R in FE NXT webview.


Thanks in advance,

Tom

Comments

  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    1) We create and send invoices on an individual basis. Our volumes in AR are not enough that we batch process them.

    2) We do email them out as a PDF. It is a cumbersome process currently and would greatly appreciate email capabilities for this. Being able to attach other documents with the invoice would be beneficial.


    Sylvia
  • Thomas Walker
    Thomas Walker Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant
    Thanks,  Can you give me some examples of other documents you'd need to attach? 
  • Sylvia Cook
    Sylvia Cook
    Sixth Anniversary Kudos 5 Name Dropper Participant
    It is not uncommon for us to have other pdf or spreadsheet files that are supporting documents for the invoice.

    Sylvia
  • LeeAnn Schmidtberger
    LeeAnn Schmidtberger
    Eighth Anniversary Kudos 2 Name Dropper Facilitator 1
    1. We create invoices several different ways during the month. At the beginning of each month we process around 200 recurring invoices and during the month we create invoices on an individual basis. The invoices are generated the same day they are created and mailed out. Any backup documentation is attached to the invoice.

    2. We send all invoices by physical mail.
  • Thomas Walker
    Thomas Walker Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant
    Hi LeeAnn,

    Thanks for the response. Would you be open to a 45 minute discovery call?

    Tom
  • John Michael Schmidt
    John Michael Schmidt
    Sixth Anniversary Facilitator 1
    We generate about 160 recurring invoices a month. We are in the process of moving to a more electronic system of emailing them out.

    The best solution I have come up with so far is using mail merge in Microsoft word to send out the emails with the invoice attached.
  • LeeAnn Schmidtberger
    LeeAnn Schmidtberger
    Eighth Anniversary Kudos 2 Name Dropper Facilitator 1
    Definitely!
  • Will Shier
    Will Shier
    Tenth Anniversary Facilitator 1 Loyalty Badge

    We send invoices all the time… and monthly statements too. We use an add on to send via email (O Matic). At this point, we cannot even consider using NXT as this is a critical part of or business.

  • Ashley Foltiny
    Ashley Foltiny
    Ninth Anniversary Kudos 1 Name Dropper Participant

    @Will Shier Hi Will, and all: We HAD been using O Matic and they recently let us know that BB will not support this anymore. How are you sending statements now? We can do a mail merge but were wondering if anyone has found a better way?

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