Need an automatic letter refusing an order until payment has been received

A client wanted to automatically create a letter refusing a customer order if they were late paying an outstanding invoice, until the outstanding balance had been paid.

Here's the simple solution...

Amphis Customer already has the facility to send a Payment Reminder automatically giving the amount already paid and the amount outstanding, so all we have to do is make a copy of that Word template and change it slightly to effectively say "sorry we can't process your order until payment has been received"

so...

go to Tools->Folders->View Templates folder and then go to the Reminder folder. make a copy of reminder.doc and call it unpaidinvoice.doc

then if you change the text to something like this

Dear <!title!> <!firstname!> <!lastname!>
Thank you for your order but unfortunately, invoice <!invoicenumber!> dated <!invoicedate!> for <!invoiceamount!> has not been fully paid
We have received payments of <!invoicepayments!> and the outstanding balance is <!invoiceoutstanding!>

We will be happy to accept your order once the outstanding balance has been paid.

then, whenever you want to send a letter stating that the customer's order cannot be processed until the amount outstanding has been paid...

simply go the Account tab, click on the invoice that hasn't been fully paid, click Create Reminder and then select unpaidinvoice.doc as the template to use.

that will generate a letter like this

Dear Mr Jackson
Thank you for your order but unfortunately, invoice 300510 dated 10/10/2010 for $58.75 has not been fully paid

We have received payments of $10.00 and the outstanding balance is $48.75

We will be happy to accept your order once the outstanding balance has been paid.

which you either Email as a PDF file, or simply print along with a mailing label.