Members Select “Paperless” Billing

Released 10/5/2011

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

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.

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.