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

Article ID: 3207
Last updated: 29 Mar, 2023

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.

Article ID: 3207
Last updated: 29 Mar, 2023
Revision: 3
Views: 378
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