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BethFL
Level 3

I have set up a Workflow for recurring monthly statements in QBO. How can I set up the Workflow to only send statements to customers with an open balance?

My zero balance customers are complaining that they are receiving the statements even when they have made their payment. They do not look at the detail portion of the statement to see the zero balance. They just react as if we are asking them to pay their bill again.

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