1. Click Communications
  2. Click Manage Communications
  3. Click a Communications Category
  4. Click the Create Documents below the template name
  5. Select your Category and Query from the drop down menus
  6. Click Next
  7. Select a File Option and name the File
  8. In the Combine Documents section, select Postal Code from the Sort By drop down menu
  9. Under Grouping, select whether to create one document per Journal Entry, Account, or Household
  10. Click Next
  11. If you have included the Generated Receipt Number merge value in your template, you can select the option you'd like to with this merge value; if you have not included this merge value, proceed to the next step
  12. Click Next
  13. Select a Delivery Method
  14. If you'd like to email a copy of the document to those accounts that have an email address on file, mark the Auto-Mail checkbox
  15. Click Next
  16. Mark Create a Journal Contact for each account if you'd like to create Journal Contact
  17. Click Next
  18. Preview the statistics
  19. Click Run