I have a system whereby I send invoices out and if they remain unpaid at 30 days then I post a reminder out. Is there a way of automating unpaid invoices so that those that are over 30 days old can be printed as invoice reminders?
You can run an “Outstanding Invoices” and enter a criteria on the Date/Time field time of “on or before 1 month ago”. That will display the invoices >30 days which need to be chased. I’m afraid that there isn’t currently an automated method for sending out letters however.