This procedure is to remind any clients that haven't paid last monthy to settle their bill and to inform therapists of all their client unpaids from the previous month.
This should be done on 2nd 3rd or 4th of each month.
To do this, go to reports -> sales by staff member
Click date range and then select the month prior.
Click 'all invoice states' then select "unpaid"

This will populate a list of all the clients that have outstanding balances between the dates you selected.
one by one, we'll send them reminders to pay.

On your keyboard hold "CTRL" key and then with your mouse Click the "blue letters" of the clients name, this will open their profile in a separate tab on your computer (this way you dont lose the original list of clients). Click that new tab, to view that clients billing profile.

Select "Pay balance" then select send - this will send the client an email reminder to pay.
Then, exit that tab and go back to the list of unpaid clients.
Repeat for each client on the list. 

Then, once you've completed that, you want to send each therapist (who is on the list) a list of their clients that are unpaid from the previous month, so that they can work with their clients to get them paid up.

The email should like like this:

Subject line: (MONTH) Unpaids
Subject body
Hi (Therapist)! Just me checking in with your monthly unpaids. Can you work with the following clients to get their bills paid up from (month's) sessions?
If you need any additional support, just let us know!

(Insert list of client ####'s that are unpaid)