Adding Alternate Contacts to Remittance Statements

This Step-by-Step tutorial guides you through configuring Remittance to send a Statement to one or two alternate contacts. The Remittance Statement includes the Alternate Contact 1 and Alternate Contact 2 fields for displaying on and sending the statements.

Add Alternate Contacts

Alternate Contacts are set in Remittance > Modify > Church Information using the record lookup modal.

1. From the Remittance menu, select Remittance > Modify > Church Information.
2. Use filters or click Search to see a list of churches.
3. Open a record from the list.
4. Click the link for Alternate Contact 1, then choose or add a name for the individual who should receive a Remittance Statement.
5. Click the link for Alternate Contact 2 to choose an additional individual who should also receive a Remittance Statement.

Include Selected Names on Remittance Statements

1. From the Remittance menu, select Remittance > Modify > Statement Design.
2. If you have multiple statement designs, select the one you want to update; otherwise, use the default statement.
3. Add a location for Alternate Contact 1 Name.
4. Add a location for Alternate Contact 1 Address.
5. Add a location for Alternate Contact 2 Name.
6. Add a location for Alternate Contact 2 Address.
7. Click Test Statement Design.
8. Check the placement of all elements and correct as needed.
9. Close the Report.
10. Click Update to save your work.

Updated July 20, 2026 05:41