Dues Account Statement Report

Professional Version Only


Table of Contents   Previous Page  Next Page    

This report is designed to be sent to your members.  It is formatted such that the member's address will appear in a standard window envelope, and the return address of your organization is displayed on the report. (If you haven't set your organization's return address, see Organization Preferences.)

The upper portion of this report includes the member ID (labelled "Account Number") and their current account balance. The lower portion of the report is their statement of account, showing account history.

When this report is selected, an additional Options tab is available on the Report Settings window, with the following settings:

•Statement Text - Optional texts to display above or below the statement.
•Include Remittance Advice - Select this option to display a "tear off" remittance form for the recipient to use to return a payment.
•Return Address - The return address to display on the Remittance Advice. This enables you to provide a different location for collection of payments rather than the default return address specified in report Preferences.
•Include Friends/Family - Select this option to display a list of the member's friends/family names and relationships.