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Setting up your Emailed Billing Statements
To set up your Email Billing Statements settings: * Click on Payments in the main menu. * The Payments page will load. Click on Settings in the menu on the left. * Click on the Email Settings tab. * Scroll to the Billing Statement Email section. * Enter the Subject and the Body you want to have appear when Bo…
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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…
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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…
