Help › People and account numbers

Contacts and emails

A contact is someone who pays or receives notices: a parent, a guardian, a tenant, a co-signer, an owner, a donor, a billing contact. One contact can be linked to several people (students, tenants, members…) — one parent with three children — without being entered twice.

Each contact has a name, any number of emails (the first is the primary), phones, an optional mailing address, and for each linked person: the relationship, whether they are also a payer (their name helps matching) and whether they receive notices and statements.

1. Open Contacts from the People page to search them.
2. Open a contact to change their emails and phones, link them to another person or unlink them.
3. Send a link to update their email and phone (Admins and Owners): the contact gets a link that works once for 7 days and shows only their email and phone. Their changes wait for Staff approval.

Emailing notices and statements

From a person's page (Email the notice, Email a statement) or for many at once (select them on the list, then Email notices / Email statements). Emails come from no-reply@epayrecon.com with your organization's name, and replies go to the address in Settings. Every email has an unsubscribe link; unsubscribed and bouncing addresses are skipped. The No contact email report lists who still needs one.