Striven HELP
Email Customers with outstanding balance a warning letter
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 | |
|---|---|
| 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… 
|
, multiple selections available,