Snap automatically emails outstanding balance reminders each month on your invoicing event. But, if you’d like to view these balances &/or send additional reminders, here’s how:
- From the App Menu under ‘Tools’, select ‘Reports’.
- Choose ‘Account Financial Activity’.
- In the ‘Config’ tab, under ‘Report Type’ select ‘Client Statement’.
- Adjust the dates.
- Add filters including auto-draft options or archived accounts as needed. You can also limit your results based on balances in a particular Income Category and/or Income Program.
- You can filter even more by accounts & classes.
- Press ‘Run’ to show your filtered report.
- Once you’ve selected the envelope, A message box will pop up, select ‘Ok’ to verify your request.
Congrats! You can successfully view & email outstanding balances.