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AR Statement Addresses

Last post 04-09-2007 1:50 PM by Julie Parker. 2 replies.
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  • 04-03-2007 3:40 PM

    AR Statement Addresses

    I have children as clients. I need to send invoices and statements to PARENTS of these clients, not to clients. I cannot find a way for the statement to print out the parent name first. I have found how to put Attention line on statement but I want Parent name on the statement. Can anyone help? What are you doing? Brenda
  • 04-03-2007 4:51 PM In reply to

    AR Statement Addresses

    I do the same thing. Go to the ADDRESS tab, enter the correct name and address and make sure to check the box to use as the "bill to" address.
  • 04-09-2007 1:50 PM In reply to

    • Julie Parker
    • Not Ranked
    • Posts 1
    • Organization: Presbyterian Children's Homes and Services

    AR Statement Addresses

    I also have children as clients, and I do not want the children's names to appear on the address portion of my statements. To solve this, I had to create separate clients for the parents, link the parents and children, and select the parents as receiving a copy of the statement. Then, in the mail function of printing the statements, the last tab (Format) there is a pull-down menu that you can select "send statement copies only". Then the parents get the statements without the child's name in the address field. Good luck!
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