How do I change the Accounting Contact?

At any time, the person allocated as the Accounting Contact person for the membership can be changed. By default, the Main person is also the Main Accounting contact. The Accounting Contact will by default receive invoices, renewals and output from the Account Doc Generator.

Where additional people have been entered into the record, the accounting contact can be changed to one of the people in the People list. The current accounting contact is indicated by the icon in the People list.

To Change the Accounting Contact:

• Select the membership to change the accounting contact person.
• Click on the People tab.
• Click on the Change Accounting Contact button located in the top right hand of the screen.
• A page will be displayed with a list of the people within the selected member record. Click on the radio button displayed next to the person you wish to allocate as the accounting contact person.
• Click on Continue to save the new Accounting Contact Person

There are two reasons why the change accounting contact button will not be displayed and they are:

• No additional people exist on the membership, no one exists to become the 'new' accounting contact.
• You do not have edit permission for members.

Note:

• Options are available within Company Settings to determine if the Accounting Contact receives the invoice for event booking. The alternatives are that the invoice for the event booking always goes to the booker or that the booker is given a choice of who the invoice is addressed to