Accounting Ideas

Exclude customers temporarily from Statement Run

When generating a statement run I know I can go into a particular customer and exclude them from automatic statements, but it would be really useful if when generating a statement run to be able to select certain customers from that particular month. When it says for example 45 statements will be emailed, if I could deselect 3 or 4 of those customers at that point, but for them to be included next month.

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  • Apr 3 2023
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