Create an Email Blast to All Customers with Recurring

Create an Email Blast to All Customers with Recurring

Click Inquiry/Mail Icon>Click Customer Inquiry/Mail Merge>Document Type=Email>Click Billing Search Tab>Enter "*" in Recurring Code field>Click Search>Click dropdown for 'Which Email Address' & Select Primary, Secondary, Both, or Service>Enter Subject>Enter Email Body. If you have a PDF attachment please contact Cornerstone so we can place it in the correct folder path to be included/attached when you generate the emails.

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