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FAQ - How do I change the address or contact information on an account to send their Statement?

You can change the Contact name, Address, Phone, Fax, and Email information for an Accounts Receivables account in the Account Setup jump in the Manage Accounts screen.

 

1. Select the Account Setup jump and then select Edit.

 

2. The field areas for the account information become available for changes. If Restricted is selected, a reason must be selected, and notes can be entered.

 Edit the account setup information, change settings, or mark / clear restriction

 

 3. Make your necessary changes or additions, and then select Save Changes.

The Address field searches for the type "AR Address" from the account holder's Profile.

 

 

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