Contact Account Holder

This article will show you how to contact an account holder. This will allow you to send a message, file, or receipt to any account holder's email address.

Instructions

1. Search for and select a user

2. Under Account Actions, select Contact Account Holder

3. Fill in the information fields

   • From: Choose your email address

   • To: Auto-fills with the primary account holder's email address

   • CC: Click the checkbox(es) to send to any of your other email addresses

   • Subject: Enter a subject heading

   • Message: Enter your message

   • Balance Due: Click Include a "Pay Balance Due" link for balances due by if desired

     • Date: Enter the date for the day the balance is due

   • Attach File: Click Choose File to browse your computer and attach a file

   • Attach Receipt: Click the Attach Receipt link to open a menu of available receipts to attach

     Note: Select the checkbox to attach the receipt

4. Click Send Email