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Change address on statement to rep payee?

Jonathan Beulke 6 aastat tagasi Reporting Module • uuendaja Valerie McNamara 6 aastat tagasi • 6

Does anyone know of a way to have an alternate mailing address be put on 3560 Statements?  We serve numerous clients who have rep payees, and these statements should not be sent to the clients.  Without an option to select an alternate address to be printed on these statements, it's rather cumbersome and time consuming trying to remember which clients have rep payees.  It also adds quite a bit of time to write/print the correct address on envelopes instead of just using window envelopes designed to accommodate these statements.

Mark Cornell 6 aastat tagasi

In the client module go to the mail tab and add the information to the top address boxes.

The bottom section will send an additional statement if needed

Lily 6 aastat tagasi

Go to the client module  and open it  then go to the mail tab t and enter the information you want in there.

+1
Mark Cornell 6 aastat tagasi
Jonathan Beulke 6 aastat tagasi

Thanks Mark & Lily, 

As soon as I posted this, I realized what I had done.  Thank you for humoring my incredibly obvious question.

Mark Cornell 6 aastat tagasi

No worries, we all have those day, me I have them more than others :)

Anyway that is why we are all here, to support each other :)

Valerie McNamara 6 aastat tagasi

Thank you for posting this! This has been extremely helpful! (Both answer and response)

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