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Contact statements & reports

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...

Create & email individual statements and in bulk

Once Contacts have been entered, Activity Accounts set up, and Obligations applied, statements can be sent out. This can be...

Statement Templates

In this article, we'll walk through how to create statement templates to fit your group's specific needs.

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