Roll-over billing year

To expedite Billing year set-up preparation, and minimize the risk of data entry errors, copy established settings from a previous Billing year to the current one.

To copy settings to the latest Billing year:

1. Select between the options under Copy the following items from the previous billing year.

   Note: The credit card surcharge fee is automatically rolled over each year.

2. Select Save.

The changes are reflected the next time you refresh the Billing years page.