Sending Payment Requests in Bulk from the Workflow Report

To run the report, use the date filters at the top to choose a time period. If needed, the Date Filter option on the right side of the page can be used to change which date is used for the report. 

Use the column filters on the 'Customer Outstanding' column to set the filter to 'Greater Than' 0.

Use shift and left click to select all rows in the grid. Then, right-click and choose Payment Request.

Use the dropdown to attach a letter to the Payment Request.

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