Configuring Service Charge Codes for P2P (1)

Screen ID: 

Screen Title: 

Panel Number:

 

 

UEPCFG-03

Configure Person-to-Person Service Charge Codes

6901

 

 

 

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Access this screen by selecting Tool #1956: P2P Marketing Msg and Fees Config. Then click the pencil icon under Member Fees.

Using this Screen

This is the first of two screens used to set up service charge codes that can be assigned to members when they enroll for Person to Person (P2P) services, to control how enrollment and subscriber fees will be charged.

IMPORTANT NOTE: A separate enrollment message and separate fees are required for bill pay products. Use Tool 1955 Bill Pay Marketing Msg Fees Config.

Select a service charge group and use Select or View or use Add  to proceed to the second screen.

  • NOTE: Remember that members who enroll via It's Me 247 online banking are automatically assigned service charge code 01. Therefore, that code should always be set up with your standard fee parameters. Other codes can be set up for special memberships (Board members, employees.

  • Marketing clubs and Tiered Services programs only alter service charge codes configured for bill pay products (BP). Service charge codes for Person to Person and Business products (P2P, B2P and BBP) will not be updated.