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.

Updating the Dependent Party's Billing with the Responsible Party.

Quick Functions -> User  – locate member.   From the Actions column, click the Billing Info link.

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 field 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.

Change Your Billing Preferences

For recurring membership or service charges, members can store two credit cards and/or a bank account to make their payments.

A member can pay their membership and service with the same form of payment, but may want to pay their membership with one form and their service with another.

To change the form of payment, click the link "Change EFT Settings".

The forms of payment available are:

• Primary Credit Card
• Bank Account
• Health Insurance (used to make bulk payments for insurance members when monies are received by check.
• Exclude. Use this setting if the member is not to be billed at all through EFT. The member may want to store their credit card for POS purchases.
• Secondary Credit Card (can also be set up as a back up form of payment if the primary billing preference fails. (To enable this setting, navigate to Tools -> System Settings -> EFT Settings -> Use Secondary Credit Card if Primary Fails.
• Tracking Only - processed outside of Shape. Use this setting to make bulk payments for members whose company or organization pays their dues by check.

• EFT Group. Assigning EFT Groups will ease the payment reconciliation by segregating membership or service payments by