How do I setup the default Billing for an Individual in a Program
  • 14 Feb 2024
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How do I setup the default Billing for an Individual in a Program

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Article summary

Go into the Program. (NOTE: this assumes that the Program Operations tab is active for the program.)

On the Client tab, locat the client and click on the 'eye' next to their name:

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Select the Edit Mode and navigate to the Billing panel.

Select the Default Billing Mode from the drop-down list of available options:

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Save your changes.


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