Display the due date on the send statement page
On the send statement page add a filter, so that you can filter by the number of days overdue. So that you can easily send different statement reminders based on how overdue the amount is. e.g. If a customer has invoices that are only 30 days overdue send a friendly statement reminder, if the customer has invoices more the 180 days overdue send a legal action statement reminder.
It would be good if this could be incorporated into the Smart lists on the contact page also.
It would also be very helpful to be able to exclude client with credit amounts from the overdue filters.
Christopher Sykes
shared this idea
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