Wiki source code of Contract Validation For Full Service Billing Clients
Version 1.1 by Isaac Mejia on 2025/12/15 16:50
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Contract Validation For Full Service Billing Clients = | ||
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| 5 | {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/contract-validation-for-full-service-billing-clients_1484357794>>https://membersolutions-9221154.hs-sites.com/kb/contract-validation-for-full-service-billing-clients_1484357794]]{{/info}} | ||
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| 7 | * [[Contracts>>Contracts_1619656743.html]] | ||
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| 9 | Contract Validation For Full Service Billing Clients | ||
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| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Cathy Beckstead on Apr 30, 2021 | ||
| 14 | |||
| 15 | When submitting a contract via Member Manager for Full Service Billing by MSI, the following fields must be validated for successful integration. | ||
| 16 | |||
| 17 | Address (Street Address) | ||
| 18 | |||
| 19 | * City | ||
| 20 | |||
| 21 | * Country | ||
| 22 | |||
| 23 | * State/Province | ||
| 24 | |||
| 25 | * Zip/Postal Code | ||
| 26 | |||
| 27 | When you attempt to submit a Full Service Billing contract without the above fields filled in, Member Manager will immediately open a new window within the contract selection window. This will allow you to complete the needed fields in the member's profile, without leaving the current page. | ||
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| 29 | image:kb-1484357794-1484292208-1.png | ||
| 30 | |||
| 31 | Fields marked with an asterisk are required (note that Home Phone and Email are optional). Once you've completed the missing fields, click "Save". Member Manager will add that information to the member's profile, close the window, and allow you to continue with your sale. | ||
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| 33 | Not a full service billing client? Contact us for more information at [[sales@membersolutions.com>>mailto:sales@membersolutions.com]] or 888-277-4409. | ||
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| 35 | {{include reference="KBSupportCTA.WebHome"/}} |