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Email Customers with outstanding balance a warning letter

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Email Customers with outstanding balance a warning letter

Owned by Adam Sheean, created
Last updated: Aug 05, 2021
2 min read

Follow these instructions to get a list of customers emails to send them a warning letter. This can be done with your existing email program.

 

Details

Details

1

Do a Debtor Export by clicking on Utilities, Debtor Export/Import Utility.

 

2

Select these fields

 

3

Press F4 - Set Range.

Click on the red dot in the Filter Selection and choose:

Debtor Balance $

Greater Than

1

Press F9 to return to the Debtor Export screen.

4

Press F9 to create Excel spreadsheet.

5

Sort the columns if required.

 

6

Highlight and Copy the Email Addresses

7

Paste them into the BCC (Blind Carbon Copy) and then type whatever you wish in the email and send it to your customers…

 

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