Financial Delivery Methods in Customer Center

By selecting the customers desired financial delivery methods in the customer center, the customers preferences will pre-populate when running statements and invoices. 

• After selecting the desired customer in the customer center it allows you to select how you want the billing and statements , click on the BILLING TAB and select the desired delivery method that you want to enable for billing and statements.

• Once you have saved the desired financial delivery method in the customer center, when populated in the billing center, the desired delivery method will appear when the customer is selected.