Edit Billing contact

The Billing Rep is the individual that will receive invoices and receipts by default. The address on the Reps tab for this individual is the address that the bill will be sent to by default.

If no rep is currently selected

1.	On the Account tab, click select a billing rep in the General Information area.

2.	Click the desired rep name in the Select a member representative list box and then click Continue.

FIGURE 5-6 Account tab – no billing rep selected

If the desired rep is not listed in the Select a member representative list box, you may add a rep to this list by selecting Add a New Rep on the Reps tab.

 

Change a selected rep

1.	On the Account tab, click change billing rep in the General Information area

2.	Click the desired rep name in the Select a member representative list box and then click Continue.

You can also change the Billing Rep by selecting the “Billing Rep” checkmark on the Reps tab for the desired individual. Either location will change the billing rep. The member may also select the Billing Rep in the Member Information Center with proper permissions.

FIGURE 5-7 Account tab – billing rep selected

Remove a rep

1.	On the Account tab, click remove billing rep in the General Information area.