Can I create a Mailing List to show me all clients that have had a payment on account?

Yes, you can. To do this:

1. Launch Communications Centre and select Mailing Lists.
2. Click Create mailing list.
3. Enter a Name and Description.
4. Select Advanced client selection (Data Mine) > Data Mine > Add Condition.
5. Search for ‘Has payments on account’.
6. Select the condition from the relevant tax year and click Choose.
7. Confirm condition to be met = Yes.
8. Click Run only.
9. Click Create.

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.