How to Exclude Clients from a Statement Run | Scribe

    How to Exclude Clients from a Statement Run

    • 9 steps |
    • 22 seconds
    1
    Click "Accounts"
    2
    Click "All Customers"
    3
    Search for the customer
    4
    Click "Actions"
    5
    Click "Edit"
    6
    Click "More..."
    7
    Click "Automation"
    8
    Click the "Yes" next to "Include in Statement Run" so it turns to No
    9
    Click "Save Settings"