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Create/Customize Thank You Letters

Updated

A Thank You letter report may be generated for those members who have paid their invoices. Once generated, you can easily send Thank You letters via email or print. Various filters are available to allow you to identify members. For example, you can filter the report by Membership Fees/Dues, and easily be able to thank your members for renewing. Templates may be created to customize your thank you letters and make it efficient to send out the letters.

 

  1. Click Setup in the left-hand navigation panel.

  2. Click Template Manager in the Billing Section.

  3. Select Thank You Letter from the Transaction Type drop-down list.
  4. Make desired edits to the default Thank You Letter
  5. Save your changes to the original template by clicking Save OR enter a name for the template in the Template Name text box, and click the Save As Button.