Navigation:  Financials > Transaction > Transaction Functions > Send Receipt/Withdrawal

Using the Transaction Search, find and open the Receipt or Withdrawal  to send.  Click on and the Document Template Selector will open with the document selected.

 

 

Select an Output Type and click OK.

 

The Communications pop-up will open. Type in your message and click OK.

 

 

The Message will be sent to the Client with the Document attached. The Document and Message will then be saved in the Document and Communications Detail Tab for the Withdrawal or Receipt.