How can I send a “reminder” statement to clients who have a past due balance?
When running statements, the Options tab includes a Reminder Statement check box. If all you want is a reminder statement without billing any other work, select this check box. You will then be able to specify a date for the Clients with no Statement Since option. If you accept the default date of MM/DD/YYYY, all clients with a previous balance will be included. You will also be able to specify whether you want a detail or summary reminder statement. The detail reminder statement includes a summary of the amounts outstanding for each statement with an amount due. The summary reminder statement includes just the total balance due for all statements.
