AR :Mass Email SOA

Mass Email Statement of Account to Customers from Excel

There are tons of brilliant VBA coding provided by Ron de Bruin on integrating Microsoft Outlook with Excel.

There is one in particular which is rather applicable for Accounts Receivables Sending Statement of account function. 

It enables one to mass email to all customers directly from Excel tapping onto Microsoft Outlook. (PS: If your company is not using Outlook, you may checkout his site on performing the same through other alternatives)  Other possible applications include sending of payment advise to vendors, internal report of budget vs forecast to the respective stakeholders etc

Source:  https://www.rondebruin.nl/win/section1.htm

I have done up a template customised for sending SOA based on one such coding from his website.

As per below attached AR_MailBlast file

The file basically consists of 2 tabs: 

Invoices tab: for your list of invoices

MailInfo tab: Email Contact list of customers

Download File