How to send out Annual Statements (single)
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NOTE : Â
We had a few customers reported about an issue with sending Single Annual Statement where the Item Table with the Payment Txn is missing. Â We have noted this and we are looking at further updates to enhance this at a future stage.
As a workaround to solve this issue,
1. Create a campaign
2. Add the one Contact as Campaign Member (which you want to send the Statement)
3. Then follow the bulk process- Â https://help.payments2us.com/m/userguide/l/272951-how-to-send-out-annual-statements-bulk