Welcome to the Billing Tab, the financial heartbeat of your Participant Management Interface. Here, you’ll set up the billing contact details for participants who are either Self Managed or Plan Managed. This is a crucial step because, without accurate billing details, those invoices won’t find their way to the right place, and we all know what that means – no payment!
Self Managed Invoicing Details
In this section, you’ll find two straightforward inputs:
1. Email Invoices To: This is where you’ll enter the email address of the person who will receive the invoices. Make sure this is spot on, as any typos here could lead to unpaid invoices.
2. Name: This is the name of the individual who will be receiving the invoices. Again, accuracy is key.
Plan Managed Invoicing Details
For participants who are Plan Managed, you’ll need to fill out the following:
1. Email Invoices To: Enter the email address of the organisation responsible for managing the participant’s plan. Double-check this to ensure the invoices land in the right inbox.
2. Organisation: This is the name of the organisation managing the participant’s plan. Make sure it’s correctly spelled and up-to-date.
Important Note: Don’t forget to hit that Update button to save any changes you make. It’s easy to overlook but absolutely essential to ensure your updates are recorded.
By keeping these details accurate and up-to-date, you’ll ensure that your invoices are sent to the right place and you get paid promptly for your hard work. Keep those billing details in check, and you’ll have one less thing to worry about in your busy schedule!