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2. If the desired rep is not listed in the Choose a representative list box, you may add a rep to this list by selecting Add a New Rep on the Reps tab.
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2. FIGURE 1-13 Account tab – billing rep selected
The Billing rep may also be selected or removed on the Reps tab. The checkbox Billing Contact under Personal Information can be selected there instead of making the change on the Account tab.
The Billing rep and their billing contact preference may also be selected/changed by the member in the Member Information Center if they have the proper permissions.
The address of the Billing rep is the address that invoices are sent to by default.
Integrated billing: If a Billing rep is changed to a different person or a different address AFTER an invoice has been created, the old invoice will not automatically be updated with the new address. To update the old invoice to the name/address of the new Billing rep, click into the invoice, click edit in the Bill To: box, and click choose rep and select the appropriate new name.