How to Change Contact Info on Customer Statements

The Customer Statement that parents receive includes typical contact information (at the top) such as the name, address and phone number of the center, as well as an email address, tax ID number, and the center’s logo. You may change this information or simply add a message (to the bottom of the statement) to contact a particular department or person.

Change Contact Info on Statement

To change the center’s name, address, phone or email go to the School Information screen.

1. Log into Procare as a System Supervisor.

2. Then, from the Procare Home screen go to Configuration > System > Locations & Users.

3. Dbl-click Regions & Schools.

4. Click the plus sign (+) next to the Region Code to see any existing schools in that region.

5. Click once on the School Name (like “My School 1”) to select it, then click Edit (bottom of screen).
   

6. Make any desired changes then click Save > Exit.

Add a Message (Who to Contact) to Statement

To add or change the default Report Message that appears at the bottom of the statement:

1. From the main screen of Family Data & Accounting, go to Reports > Standard Reports > Family Accounting > Account Statement.

2. Then choose the report like “Standard Customer Statement”.

3. On the righthand side of the screen, type whatever you’d like in the Report Message box, such as who the parent should contact if they have questions.
   

4. Click Save Settings at the bottom to make this your new default message.
   

Note: This message will appear both on statements that are printed and emailed.

Add Tax ID Number and Logo

See these related articles:

• Add Tax ID Number to Customer Statements
• Add Center’s Logo to Customer Statements