How to select customers to send automatic reminders

Include/Exclude customers to send automatic reminders.

 In the follow up level if you check on automatic it will send reminders to all the customers. To include/Exclude customers to send automatic reminders,

1. Accounting> Customers> Customers

2. Select the Customer you need to exclude from automated reminder.

3. Check Opt Statement to exclude the customer from follow up reminder.

NOTE: If you want to include an excluded customer in follow up reminder, opt statement should be unchecked.

4. Finally Save the changes.