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Exclude a Client From 3560 Statements Report

Overview

Report 3560 Procentive Statements can be used to generate statements for all clients with a balance.  You are able to exclude a particular client from this report.  This article will explain where to do this.
If a Client Should Never be Sent a Statement
  1. Go to the Clients Module
  2. Double-click to open the client's record (anywhere there is not on blue link)
  3. Click on Mail tab
  4. Change the field 3560 statement option to Do not send statements
  5.  Click save_sm.gif

 

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