2. Select the Statements tab.
3. In the Show: box, select Who receives statements for.
4. In the grid for Send Statements to, either add or delete individuals to receive statements.
- To add a statement recipient, click into the field under Send Statements to... and click the binoculars to search for and select a record.
- To delete a recipient, highlight the row by clicking the gray box on the far left side of the row and select Remove Recipient.
To globally change who is marked to receive statements see BB357218: How to globally change the payers or statements tab on all records by running the statements and payers utility.