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Exclude customers from monthly statements
Exclude customers from monthly statements

Exempt certain customers from receiving a monthly statement.

Anissa Zoelle avatar
Written by Anissa Zoelle
Updated over a week ago
  1. Click the drop-down menu for Monthly statements.

  2. Check the box to exclude customers from receiving monthly statement emails.

  3. Create tags in the text box and click Save.

    (Note: Apply the tag to the customer profile in their details to exclude them from receiving monthly statements.)

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