By default, the Initial Bill Contact section populates with the information selected in the Recurring Billing Contact section.
Note: You can't edit the Initial Bill Contact section unless you choose to send the initial bill to a different contact.
To edit the Initial Bill Contact:
- On a policy's Accounts Receivable screen, select Billing Setup.
- On the Billing Setup screen, in the Initial Bill Contact section, select Send initial bill to different contact.
- In the Initial Bill Contact section, in the Recipient dropdown list, select the contact who will receive the initial bill.
Note: To view the contact's financial information, select the Payment Details link. You will be directed to the contact's Payments screen in the Contacts module, which will open in a new window.
- In the Address dropdown list, select the recipient's address where the initial bill should be sent.
- In the Payment Method dropdown list, select the type of payment the recipient will use.
To edit the Payment Method:
- In the Payment Method dropdown list, select the payment method you want to edit, and then select Edit.
- In the Payment Method dialog box, make the necessary edits, and then select Submit.