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Contact statements & reports
How to see the balance for Contacts by Activity Account
Watch Video Click on the Contacts icon in the toolbar. Select Contact Reports (from the tabs). Then choose Activity Account...
How to Create & download statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This...
How to Create & email statements individually or in bulk
Watch Video Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This...
Statement Templates
In this article, we'll walk through how to create statement templates to fit your group's specific needs.