The Customer Portal has been updated to provide portal users the option to manage their paperless billing preference.
Requirements:
- The portal user must be a billing contact OR an account contact for an account that has no billing contacts identified.
- If the portal user is currently an account contact, their contact status will be updated to first billing contact upon selecting a billing preference.
- If the portal user is neither a billing contact nor an account contact, a link will not display.
Customer Portal Display Links
Link Displayed | Description |
Invoice By Mail - Enable Paperless Billing | Displays if the account's billing setup is set to receive paper billing. |
Manage | Displays if the account's billing setup reflects either email link, or email attachment. |
When a user selects either link, the following options display:
- Receive Invoice Link Electronically
- Receive Invoice PDF by Email
- Receive Paper Invoice by Mail
Pathway: Portal