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**** 1. If you need to set up or c…
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.** ![][1] 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 an…
Payments > Billing menu explained
![][1] 1. **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 s…
