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Adding Alternate Contacts to Remittance Statements


This Step-by-Step tutorial guides you through configuring Remittance to send a Statement to one or two alternate contacts.  The Remittance Statement includes Alternate Contact 1 and Alternate Contact 2 fields for displaying on and sending the statements.

This Section Includes:

Add Alternate Contacts

Include Selected Names on Remittance Statements

 

Add Alternate Contacts

The Alternate Contacts are set in Remittance > Modify > Church Information using the simple record lookup modal.

1.          From the Remittance menu, select Remittance > Modify > Church Information.

2.          Use filters or just click Search to see a list of churches.

3.          Open a record from the list.

4.          Click the link for Alternate Contact 1 and choose or add a name for an individual that should receive a Remittance Statement.

5.          Click the link for Alternate Contact 2 to choose an additional name for an individual that should also receive a Remittance statement.

Include Selected Names on Remittance Statements

To include selected names on Remittance Statements, use the following steps:

1.          From the Remittance menu, select Remittance > Modify > Statement Design.

2.          If you have multiple statement designs, select the one you want to update, else use the default statement.

3.          Add a location for the Alternate Contact 1 Name.

4.          Add a location for Alternate Contact 1 Address.

5.          Add a location for Alternate Contact 2 Name.

6.          Add a location for Alternate Contact 2 Address.

7.          Click Test Statement Design.

8.          Check the placement of all elements, correct as needed.

9.          Close the Report.

10.          Click Update to save your work.