How to Exclude Clients from Payment Reminders
- 10 steps |
- 29 seconds
1
Click "Accounts"
2
Click "All Customers"
3
Search for the customer you want to exclude from the payment reminders
4
Click "Actions"
5
Click "Edit"
6
Click "More..."
7
Click "Automation"
8
Click here.
9
Click here.
10
Click "Save Settings"
