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.

1. Click Test Statement Design.
2. Check the placement of all elements, correct as needed.
3. Close the Report.
4. Click Update to save your work.

Updated December 05, 2024 15:08