Analyst Help

Setting up Emergency Supply fees

Sending Account Payment Reminder

Once the account has been set up, and sales have been added to the account you will need to send out an account payment reminder.

Go to SETUP then CUSTOMERS and LIST CUSTOMERS

When the list appears on the screen press on the FLAG at the top left-hand corner as this will bring all the accounts to the top of the page.

You can select an account or hold down the CTRL button and multi select several accounts, then press the action button and then ACCOUNT STATEMENT.

You can now choose to print from the last time you sent out a statement for those accounts or pick a date range or for all accounts if you do it monthly. Press OK to finish and then close.