Set your Default Invoice and Receipt delivery method

TABLE OF CONTENTS

• Introduction
• Set your Default Invoice and Receipt delivery method

Introduction

Although you can individually set the Invoice and Receipt delivery methods against every bill payer account, it is possible to set a default delivery method for all new accounts created from the Parent Defaults tab on the Fees Policies screen.

Set your Default Invoice and Receipt delivery method

1. Go to the Fees>Setup>Fees Policies – Parent Defaults
2. Select one of the following options for Default Invoice & Receipt Delivery method dropdown.
3. Set the Default Payment profile and an Interest Profile (if required).
4. Select Save to confirm your choices.
5. When you next add parent defaults, the system will use your settings to set up the billing accounts in the Parent Defaults

Note: Engage Fees will use the Primary Email Address for each contact when it creates new billing accounts. If there is no email address available, the system will use Post as the delivery method.

The default settings will only work for new billing accounts created after setting the defaults. You must change existing account settings from the Parent Defaults screen.

For more information on working with the Parent Defaults screen, please see the Engage Fees Setup guide.