Billing And Invoicing - Responsible Party

This function will give the ability to select another active member as Responsible Party in a member’s billing, the selected Responsible Party's billing information will be used.

Quick Functions -> User  – locate member, from the Actions column, click the Billing Info box

Under the Responsible Billing Party section at the top of the form, remove the name in the 'Responsible Billing Party' field and start typing the last name of the member whose billing is to be used. 

When you see the member's name appear in the drop down, select it. 

When the filed populates with the member's name, click 'Update'. 

The Responsible Billing Party's billing will pull into the Dependent's Billing Info Page and will be used for any charges incurred by the Dependent.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk