Setting Default Customer Billing Options
Overview
Each customer will have their own Billing Options that manage things like whether they want eBills or paper statements, preferred payment methods, etc.
Wise Option allows users to set the default billing options that you would like to apply to new customers added.
It is important to note that updating these Billing Options will not automatically update all customers in Wise Option, only those added from this point on.
Estimated Time - 5 minutes
Instructions
Before beginning, make sure you have:
Logged into your Wise Option account.
Necessary user permissions to access Setting Default Customer Billing Options.
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Step-by-Step Guidance
Log in to your Wise Option account.
Navigate to the "Settings" section in the main menu.
Select "Billing Options" from the dropdown menu.
Review the available billing options, such as eBills, paper statements, and preferred payment methods.
Set the default billing options that you would like to apply to new customers added to Wise Option.
Save the changes to the default billing options.
Note that updating these Billing Options will not automatically update all customers in Wise Option, only those added from this point on.
Contact our support team directly at if you encounter issues during setup or configuration.
Resources
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