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
- Go to the Clients Module
- Double-click to open the client's record (anywhere there is not on blue link)
- Click on Mail tab
- Change the field 3560 statement option to Do not send statements
- Click Save.