This article details the setup to enable the Paper Bill Fee feature.
Permissions
The following permissions are required:
Setup: Charge Codes
Pathway: Setup > Services > Charge Code
Create a charge code for each line of business the Paper Bill Fee option is available to. More information about Charge Codes can be found here: Charge Code Setup
Setup: Bill Group
Pathway: Setup > Accounting > Bill Group
Paper bill settings are enabled on the Bill Group. Accounts assigned to the Bill Group are automatically opted into paper billing. The Paper Bill Fee Charge Code selected and the Paper Bill Fee amount entered in the Bill Group will display under the account section of the customer service screen.
Exclude an Account from Paper Bill Fee
Pathway: Load Account > Edit Account (right click within account section)
Accounts that would like to opt out of paper billing can be excluded by selecting the 'Exclude Paper Bill Fee' check box available in the Edit Account screen in customer service.
