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 get started, navigate hover over Billing on the navigation and select Billing years.

Copy settings to the latest Billing year:

1. Select Edit billing year on the Billing years page.

2. Under Copy the following items from the previous billing year, select the options you want copied from the previous billing year.

3. To maintain Auto-Pay plans for rolled-over payment plans, select Re-enroll payers in automatic payments for new plan? .

4. Select Save.

Note: The credit card and debit card surcharge fees are automatically rolled over each year.

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