Sage Copilot Debt management - Manage excluded customers

How to exclude customers when you send your payment reminders in Sage 50 Accounts v32.1 and above.

Use Manage excluded customers in the Automated Payment Reminders window to stop sending them reminders. This will exclude reminders no matter how overdue their invoice is.

 NOTE: Automated Payment Reminders is only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch.

Manage excluded customers

1. Go to Customers then select the Sage Copilot icon. 
2. Click Debt management in the Debt summary section.

This opens the Debt management with Sage Copilot window.

3. Click Manage automated reminders.

This opens the Automated Payment Reminders window.

4. Click Manage excluded customers.

 

This opens the Excluded customers window.

5. Select the customers to exclude when you send reminders, then click Save.

 NOTE: The software automatically excludes any Disputed transactions on the Debt management with Sage Copilot window. You don't need to include these when you select the customers to exclude.