Overview
This article will explain how to change the mailing information that appears on an individual client statement when using Report 3560 Procentive Statements.
Default
The default for Report 3560 Procentive Statements is to pull mailing information from the Clients Module > Client tab.
Mail Tab
You can modify this information on the Clients Module > Mail tab.
| a | Alternate address | This address overrides the default address entered into Clients Module >Client tab. If a name and/or address is entered here the 3560 report will address the statement to only this address. |
| b | Additional address | This address is used when sending the same statement to different addresses. If an address is entered here, the 3560 statement report will create two statements addressed to either the default OR alternate address AND to this address. |
To Change to WHOM the Statement is Addressed
- Go to the Clients Module.
- Double-click on the client line to open.
- Go to the Mail tab.
- Enter the name in the first name field.
- This will now address the statement for this client to the name listed here and the address listed on the Client tab.
- Click Save.
To Change WHERE the Statement is Addressed
- Go to the Clients Module.
- Double-click on the client line to open.
- Go to the Mail tab.
- Enter the name and address.
- Click Save.