- Go to Families on the left menu. This will take you to the Families table where you will see an alphabetized list of families. Enter the family name or scroll to find the family.
- You will see Family Members as well as Recent Transactions including past and upcoming invoices and payments.
PRO TIP! Hover over the Info bubble to see further information about Processing Fees.
(Right-click and "Open image in new tab" to enlarge)
- Click the View Contact button to see more information about the contact including personal information, relationships, and Family information. Click the Edit button to edit information for the contact including email and contact information.
Please sign in to leave a comment.