@bjensen That is absolutely possible. We have a workflow that sends an emailed statement out on the 1st of each month based on a saved search for any customers with a balance greater than zero.

beckyd: That's great! Would you mind walking me through the logic? I think I am stuck halfway trying to figure it out.

Not a problem @bjensen! Glad you figured it out. Let me know if any questions came up and I'll be glad to walk you through my setup.