The Source Of Bill Routing Information

When a bill is completed, the system creates a bill routing for each person linked to the account who receives a copy of the bill. The bill routing record contains the information that controls how, where and to whom a bill is sent.

The following points describe how this works:

  • Each person who receives a copy of an account's bill is listed on the account's person information.
  • A bill routing is created for each such person when the bill is completed.
  • The information that appears on the bill routing record is controlled by the bill route type specified on the respective account / person information:
    • If the bill route type indicates the person's bills are routed via fax, the "address line 1" address constituent is populated with the person's fax number. The system knows which of a person's phone numbers is a fax number by the phone type. If the person has multiple fax numbers, one is selected at random.
    • If the bill route type indicates the person's bills are routed via email, the "address line 1" address constituent is populated with the person's Email address.
    • If the bill route type indicates the person's bills are routed via the postal service, the address constituents are populated with the address specified on the account / person's bill address source. Note, if the person has a seasonal address effective on the business date, the seasonal address will be used regardless of the value of bill address source.
Fastpath: Refer to Printing Bills and How To Reprint A Bill (For The Original Recipients or For Someone New) for more information. Refer to Account - Person Information for information regarding how to control who receives a copy of a bill, where the bill is sent, and how the bill is formatted.