Contact Type

Allows the user to choose a contact type in which to send coupons or statements. Keep in mind that the All types are owners.

Group

Allows the user to choose a group type, either Residents, Builders or Both

Exclude ACH

The user has the option of not sending coupons or statements to homeowners defined with an ACH record. This field overrides the one previously defined in SETUP | Configuration Group | Program Options | Coupon.

Account Type

The user can create coupons or statements for multiple account types. These are the accounts in SETUP | Configuration Group | Program Defaults | Accounts Types with the Send Coupon box selected.

Exclude Collection Status

The user can include or exclude homeowners in a specific Delinquency status from the coupon or statement file.

If the Exclude Collection Status is checked, selected items in this list will not be added to the export file.

If the Exclude Collection Status is unchecked, selected items in this list will be added to the export file.

Delinquency Status

The user can include homeowners with certain delinquency statuses.

Memo

A memo can be chosen or typed to be displayed on the statement only.

Mailing Options

The options available are:

Exclude Opt Out: If checked, the file will not include any owners that have the Opt Out box checked within their account.

Exclude Email Only: If checked, the file will not include any owners that do not want to have anything mailed to them.This is based on the Email Only box checked within their account.

Exclude International Address: If checked, the file will not include any owners that have an international address.

Exclude Invoice Distribution: If checked, the file will not include any owners with the Skip Invoices box checked within their account.

Use Contact Salutation Entry: If checked, the Salutation field within the owner’s contact record will be used instead of what has been entered in the First Name and Last Name fields in their account.