@jhvcusd 
Great question! I had to test this out myself. 

You could create a custom view (per location) with the following filters to achieve this: 

• Role 
• Location 
• Balance (Total)

Then you can add additional columns to see more relevant information. Then you are able to export this view to an excel file if needed. I hope this helps.

Is there a way to send a bulk email out to all students who have a balance due?

@mbishop 

You can filter your user view by “Oldest Past Due Balance” and then use the bulk actions to send the email with the invoice. I hope this helps! 

Thank you @Hannah Bailey 

Is there a way to take this one step further and automate that bulk operation? If you’ve set up the view and you have the oldest past due balance, can you trigger a rule that will email the users in bulk?

@jadamswpsd Currently you can not set it up with rules to send the invoice to the user. This would be great addition to our idea exchange: https://community.incidentiq.com/topic/new?type=idea

You can only do this manually by bulk actions.