Hot New Features-Members Select “Paperless” Billing
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Previous Updates : Members Select “Paperless” Billing
Members Select “Paperless” Billing
Released 10/5/2011
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Members now have an option displayed under their Business Information menu to select their Billing Preference of Print, Email, or Both. (Figure 1) |
Figure 1 – Members can self-select their billing preference
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Members will also see their current billing address (both mailing and email). To change this, members would change the address of the rep marked as the Billing Contact under Employees/Reps. If no billing contact is selected, the address of the member is used which is displayed right there on the Business Information window. |
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The members’ selection is setting the Billing Preference field on your Members->Account tab which sets how invoice batches and event transactions are defaulted for output. |
