MultiScreen
7 years agoExperienced Cover User
Hi there
I've recently discovered how to use statements for this purpose.
I've edited a steatement template and removed the word 'Statement'. I've then typed a "Stage 1" reminder letter and removed the item details. Ive left the 1, 2, 3 month overdue details at the bottom of the page.
I then just print out a debtors list and tick the 'Stage 1' clients in the 'Email Statements' window.
I've also done this for stage 2 & 3 Overdue Accounts.
Hope this helps.
Diane
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