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πŸŽ₯ How to Add 30/60/90 Day Aging to Customer Statements

Also learn how to automate send offs each week or month

Denym avatar
Written by Denym
Updated this week

In this video, you'll learn:

  • How to set up automated statements with aging analysis.

  • How to customize your aging periods (30/60/90 days or any intervals you prefer).

  • How to configure the visual presentation of aging breakdowns.

  • How to automate statement delivery to customers.

  • How to create a branded customer portal with aging information.

Note: this also works for QuickBooks Online.

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