Payments2Us User Manual
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Receipts, Statements and Templates
- How to setup Receipts/Letters Overview
- How to put your company information into the Receipt Template
- How to put your company logo on the Receipt Template
- How to adjust the your Organisation details in the Receipt/Letter Template
- How to adjust the Address details in the Receipt/Letter Template
- How to put your company letterhead on the Receipt Template
- How to change Receipt body text and mail merge fields for Receipt/Letter Template
- How to put your company Footer on the Receipt Template
- How to adjust the payment totals section in the Receipt/Letter Template
- How to change the colours of the Receipt Template
- How to view or test updates to Receipt/Letter Template
- How to resend receipts
- How to change the email text
- How to skip recurring receipts, stop receipts, manually send receipts and or select other Send Receipt options
- How to change the email address receipts come from
- How to set advanced PDF Options and Parameters
- How to mail merge with MS Word Templates (Classic)
- How to mail merge using email and PDF receipt
- How to send out Annual Statements (bulk)
- How to send out Annual Statements (single)