Change a Selected Rep

Change a selected rep

1.	On the Account tab, click change billing rep in the General Information area.

2.	Click the desired rep name in the Choose a representative list box and then click Continue.

Figure: Account Tab – Billing Rep Selected

Remove a rep

1.	On the Account tab, click remove billing rep in the General Information area.

Notes and Tips:

 

The Billing rep may also be selected or removed on the Reps tab. The checkbox Billing Contact under Personal Information can be selected there instead of making the change on the Account tab.

The Billing rep and their billing contact preference may also be selected/changed by the member in the Member Information Center if they have the proper permissions.

The address of the Billing rep is the address that invoices are sent to by default.

Integrated billing: If a Billing rep is changed to a different person or a different address AFTER an invoice has been created, the old invoice will not automatically be updated with the new address. To update the old invoice to the name/address of the new Billing rep, click into the invoice, click edit in the Bill To: box, and click choose rep and select the appropriate new name.