Adjusting Individual Customer Billing Options

Overview

This document goes over how to adjust an individual Customer File Billing Options.

Customer Billing Options allow users to mark preferences and settings on a per-customer basis, such as Paper vs. eBill preference, eligibility to be charged monthly late fees (APR), CC convenience fees, and more.

Estimated Time to Complete – 5 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

<Video Coming Soon>

Step-by-Step Guidance

1. Navigate to the Customer File.

2. Click on the label "Billing Options."

1. Make the necessary adjustments to preferences and settings.

2. Save changes.

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

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Resources

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