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Billing Event Registrations to an Organization

The Bill Me payment option allows a Primary Contact person to register individuals for an event and have the invoices recorded on the Organization Profile. (The event must be set up to allow this option.)

Note: This option is only available to the Primary Contacts for an organization.

If the customer is not the Primary Contact for the organization, the customer can register and pay for the event registration with their own credit card and "expense it," or they can select the Bill Me option and submit the bill to the organization.

To set up the Bill Me Payment Method:

  1. Go to the Accounting module.

  2. On the Accounting Overview, click Set Up.

  3. On the Accounting Information page, under Payment Methods, click the edit link. In the Payment Method Information window, select the appropriate check boxes:

    • To allow the Bill Me option in the Shopping Cart, select the Internal Use check box.

    • To allow the Bill Me option in the Online Store, select the External Use check box.

Note that this functionality is different than Bill to an Organization. View Billing to an Organization for more information. Further, view the online help topic Allowing a Relationship Type to Shop for an Organization for more information on how to allow one specific type of a linked individual (other than the primary contact) to shop for every person in the organization such as allowing an administrative role to register employees for an event.