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Send Billing Copies

Sometimes families request to have a billing statement sent to an alternate address, to multiple addresses, or to have courtesy copies sent to other people. For example, tuition for a child with divorced parents can be paid by one parent for part of the year and paid by the other parent, living at a different address, for the rest of the year. Or, a parent can request that you send a courtesy copy of a financial statement to a grandparent.

  1. Locate the family's fund record.
  2. In the navigation pane, click Billing Address.
  3. Enter the name and address of the person you want to send a billing statement or courtesy copy to. If you want to send the copy by email, enter the address in the Email field, and select Send Email Over Mail.
  4. Select an option in the Statements drop-down list. If you select an option that sends the statement for a partial year, enter the Bill From and Bill To values.
    Example of a family's fund record showing the alternate mailing address entered and the Statements option selected as "Send Statements Only Part of the Year" along with the Bill From and Bill To months and days
  5. Select a report to run.
  6. In the final step of the Reports wizard, select Include Billing Copies.
    Example of the Selection Information tab in the report process showing the option for "Include Billing Copies" selected

When you print or send the statements, any families with billing addresses will receive a copy.

Example of the statement billing copy with the family's alternate address