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Office Help Home

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Billing Schedules Setup Screen - Tab Overview 

In this section we will review the various tabs within a Billing Schedule.

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Important: Any Billing Schedule applied to a Dependent Member will also show on the Primary Member’s account.

  

Schedule

1) Frequency - Select the frequency of the Billing Schedule (Monthly, Quarterly, Semi- Annual, Yearly, or Custom).

2) Start Month - Select the month the Billing will start.

 3) Amount - Enter the Amount to be billed.

 4) Notes -  Add any additional Notes to the Billing Schedule.

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Navigate to the Custom Schedule tab, and as you will see the amount that was originally entered on the Schedule tab, has now populated into the Amount field next to each Month.  This is used to help simplify the entry process. Please navigate through each Month and apply the appropriate amount to be charged.


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Create a New Billing Schedule

To create a new Billing Schedule, navigate to the Billing Schedules Grid and perform either of the following to launch the Billing Schedule setup screen:

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