How to select customers to send automatic reminders

In the follow up level configuration, if you check on automatic for a level, it will send reminders to all the customers. To include/Exclude specific customers while automating you have configure it separately.

To include in the automatic list, 

1. Go to Accounting> Customers> Customers

2. Select the Customer you need to include to automated reminder.

3. Un Check Opt Out Statement field to include the customer in to automatic list.

NOTE: If you want to excluded a customer in the automated follow up reminder, opt out statement should be checked.

4. Then Click SAVE.