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How Do I Email My Customers With Their Overdue Balances?

Question:

  • How Do I Email My Customers With Their Overdue Balances Only

Environment:

  •  

Additional Information:

  • n/a

Answer:

  1. Go to Billing
  2. Navigate to the Sub-Tab Outstanding Balances
  3. Use the Filter option
  4. Under Newest Bill's Due Date, click Before Today
  5. Apply Filters
  6. Click the top Checkbox beside Actions to Select All
  7. Once the list is highlighted in Yellow, Press the Send Button.

 

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