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Create certified mail tasks for monthly unpaid statements

Create certified mail tasks for monthly unpaid statements

Unpaid monthly statement rows sit in your register, delaying certified-mail printing and proof uploads. Tasks with statement PDFs speed printing and same-day mailing.

Create certified mail tasks for monthly unpaid statements

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Overview

Stop unpaid monthly statements from slipping into a backlog; this flow turns each qualifying sheet row into an actionable task with the statement attached and a ready email draft. Finance coordinators can print and dispatch certified notices the same day, keeping mailings ahead of the next billing run.

Create certified mail tasks for monthly unpaid statements