Using the Families (Basic) Table
- Go to Favorites > Families (Basic) > select and edit the appropriate family.
PRO TIP! Remember you can search in a variety of ways for your family's in the upper-right search menu.
- You will have several options to select from.
- Contact - send payment reminder emails, outstanding payment reminder emails, and print mail merge letters
- Other - includes the merge families option as well as several exports and accounting reports
- See/Run Upcoming Payments - see and/or run all upcoming payments (click here for more info)
- Accounting Reports - a short cut to all accounting reports including the Account Reconciliation Report