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You can enter a billing address if the address for the fund statements is different from the family's mailing address. You can also send courtesy copies of billing statements to a relative or send copies to a different address during specific times of the year.

 To enter or update a billing address
  1. Locate the appropriate family.
  2. In the navigation pane, click Billing Address.
  3. Click Funds Used, and select the fund this billing address applies to.
  4. Enter the name, billing address, and any other information. When you're finished, click Save.
  5. If you want to enter additional billing address for this family and fund, click Add at the bottom of the window.

    Useful Information

    A new tab is added at the bottom of the window for each addition.

     

Additional Field Information

Statements
You can specify what you want to print:

  • Send no Mail — Don't send a billing statement or courtesy copy even ifthere's a name and address listed.
  • Send Statements Always - Send Courtesy Copy to the Family — Always send the billing statement to the name and address listed in the Billing Address section, and also send a courtesy copy to the family's mailing address.
  • Send Statements Always - Do Not Send Courtesy Copy to the Family — Always send the billing statement to the name and address listed in the Billing Address section, and don't send anything to the family.
  • Send Stmts Only Part of the Year - CC the Other Part - CC to Family — Send the billing statement to the name and address listed in the Billing Address section only during the billing period, and send a courtesy copy to the family's mailing address. For the rest of the year, the family receives the billing statement, and the name/address listed receives a courtesy copy.
  • Send Stmts Only Part of the Year - CC the Other Part - no CC to Family — Send the billing statement to the name and address listed in the Billing Address section only during the billing period, but don't send anything to the family. For the rest of the year, the family receives the billing statement, and the name/address listed receives a courtesy copy.
  • Send Stmts Only Part of the Year - no CC the Other Part - CC to Family — Send the billing statement to the name and address listed in the Billing Address section only during the billing period, and send the family a courtesy copy. For the rest of the year, the family receives the billing statement, and the name/address listed doesn't receive a courtesy copy.
  • Send Stmts Only Part of the Year - no CC the Other Part - no CC to Family — Send the billing statement to the name and address listed in the Billing Address section only during the billing period, and don't send anything to the family. For the rest of the year, the family receives the billing statement, and the name/address listed doesn't receive a courtesy copy.
  • Send Courtesy Copy Only — Always send the billing statement to the family, and always send a courtesy copy to the name and address listed in the Billing Address section.

Bill From / Bill To
When you select to send a statement for a part of the year, the billing period fields are enabled. Enter the dates for the time period during which you want to send the billing statement.



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