Add email billing to the billing selections when entering a New Biz Contract.

To be consistent with the other types of billing, I would like to see email billing be an option in drop down window in CUS120 (see image below). In doing this I would like for this to also be a trigger to make sure that we have added the email address in the client notes for this billing to process properly.  We would also like to use this filed to show in POS210 (see second image below) that this payment method is email billing and not ‘direct premium notice” as it currently does.  I believe this would be less confusing and more consistent for both New Business and Customer Service.

  • Kim Halfmann
  • Oct 24 2016
  • Shipped
I need it... Month
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