Setting up your Emailed Billing Statements
1) To set up your Email Billing Statements settings, go to the Main Menu Payments Tab > Settings > General Menu. 2) Go to the Billing Statement Email section. 3) Enter the Subject and the Body you want to have appear when Borrower's receive their Billing Statement by email. NOTE: BOTH Subject and Body n…
Default Billing Statement Set Up
Users have the option of sending the same system billing statement to all borrowers or, if they have Web Templates, they can 1) assign a custom billing statement to all borrowers or 2) assign different custom billing statements per loan type. Default System Billing Statement * If you need to set up or change (on…
Payments > Billing menu explained
* Contact Method - Select which method the borrower would like to receive their billing statement by: * Mail - Select this option if the borrower would like to receive their billing statement by mail. When generating billing statements in Payments > Actions > Generate Statements, the borrower's statement wi…
