--- title: "Incentivizing Paperless Billing" slug: "incentivizing-paperless-billing-1" updated: 2026-06-01T14:47:31Z published: 2026-06-01T14:47:31Z canonical: "help.idibilling.com/incentivizing-paperless-billing-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Incentivizing Paperless Billing Providers are moving away from paper billing to leverage the efficiency and cost benefit of electronic invoice delivery. Processing paper invoices is costly, uses valuable staff time and is prone to human error. Electronic delivery is faster, more efficient, and providers get paid sooner. Currently, the CostGuard system has the capability to track whether an account should get a paper bill; however, until this release, it has not provided the ability to incentivize subscribers to opt for paperless billing by providing a discount when paperless billing is chosen (or apply a charge when subscribers opt out). ## Overview Paperless billing incentive can be set up on an environment basis. Customer Service Representatives can view an account’s paperless billing incentive on the Customer Care account summary and view charges/discounts related to paperless billing on the invoice summary. ### Quick Tour [Walk through setup in Product Catalog and viewing the result in Customer Care](https://idibilling.storylane.io/share/ajrnecc78z85) ## Prerequisite Setup ### Configure Products for Opt in Discount/Opt-out Charge This is required and done in the Desktop Client Product Catalog. - **Charge product**. Add a SKU as an NRC product with a charge cycle of once. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-9.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - **Discount product**. Add a volume discount. Your configuration options are not limited; however, the recommended best practice is to set up a simple volume discount as a flat amount discount with no dependencies. Also set Contributing Products to **All**. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-10.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) ### Creating and Assigning Account Tags This is optional, and only needed if you need to exclude specific accounts by this method. In Customer Care create tags via **MANAGE** > **Account Tags**, and then assign them to individual accounts as needed to mark the accounts for special handling. #### Creating Tags In Customer Care: - Choose **MANAGE** > **Account Tags**.. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-g0fbzxit.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) This displays the Create Tags page. - Click **+ Create Tag**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-y5539hmx.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Add a tag. Give it a meaningful name that associates it with the intended purpose, for example, Paperless Billing. Then enable it to make it available for selection in Customer Care and the Product Catalog. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-dnamxmy6.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Click **Create Tag** to confirm. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-vm3jlcoe.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) Below shows the create tag result. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-w9ccs42m.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) You can edit and remove existing tags as needed via the associated kebob. **Note**: You cannot delete a tag if it is present on an account. In that case, the tag must first be removed from all accounts where it exists. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-srewwjeb.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) #### Adding a Tag to an Account This is done via a new *Tags* tab in the Account Summary Info Center. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-690ybmlf.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Click the tab to display a form for managing tags on the account. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-mwwh89fq.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Click **+ Add Tag**. This displays a Tag Selector. Any tags created via MANAGE > Account Tags will be available for selection. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-aodo1k61.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Select the applicable tag and then click **Add Tag**. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-gufrquz4.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) Below shows the tag added. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-tm8sig9p.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - Once added, you can remove the tag from the account as needed by clicking **Manage** **Tags** and then clicking the red delete (X) icon. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/idi-platform-version-26_6-release-details-image-nlgpqt0s.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) ## ## Configuring Paperless Billing Incentive Options in the Web Product Catalog The Manage Paperless Billing Incentive page in the Product Catalog web module lets enable and configure this functionality for the current environment. Once enabled you can: - Select the form of incentive: - Discount for opting in - Charge for opting out - Select a SKU configured in the IDI Desktop Product Catalog that applies the discount or charge - Exclude one or more account types, account statuses, and states from the Paperless Billing Incentive. - Exclude tagged accounts from the Paperless Billing Incentive. To set this up for the current environment, in the Product Catalog web module choose **MANAGE** > **Paperless Billing Incentive**. ![A screenshot of a blue screen Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-blue-screen-description-automat-1.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) When you select this option, the initial view will indicate this functionality is not yet configured and provide a button to start the configuration process. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325188417.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90634) Clicking that button displays a form for configuring the paperless billing incentive. Check **Enabled**, then configure the paperless billing parameters as described below. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325188419.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90695) | **Field** | **Description** | | --- | --- | | Enabled | Check this box to enable or uncheck to disable. | | Incentive Option | Choose to apply a **Charge** when subscribers opt out or apply a **Discount** when subscribers opt in. | | Require AutoPay | Check to make Autopay an additional requirement to receive a discount when that is the selected Incentive Option. | | SKU (Product or Discount) | This menu is labeled according to the selected Incentive Option. Choose the SKU as configured in the IDI Desktop Client Product Catalog to apply the charge or discount. **Note**: The SKUs listed in this drop-down menu change depending on the selected incentive option (Charge or Discount). | | Omitted Account Tag | This lets you select a tag (configured in Customer Care). Accounts marked with the selected tag will be excluded from the Paperless Billing Incentive. **Note**: This requires you to create a tag for excluding accounts from Paperless Billing Incentive and then assigning the tag to applicable accounts. This is done in Customer Care and is covered in the Customer Care user Guide. | | *Omitted* tabs | There are three tabs that let you exclude one or more Account Types, Account Statuses, and/or States from the Paperless Billing Incentive. Clicking on a tab provides the corresponding selector. The selected items will not be charged for opting out, nor will they receive a discount for opting in. Omitted items (if any) are listed below the selector. | **Note**: If paperless billing is already enabled, you’ll skip the first step and go directly to the Configure Paperless Billing form with an option to edit. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325188420.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90696) Click **Edit** to begin and refer above for a description of the configurable fields. #### **Omitting an Account Tag** Click the menu and select a tag. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325188421.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90697) You can remove the selected tag by clicking the Delete icon (red X). [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325189373.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90698) #### **Using the Omit Tabs** Click the applicable tab. The operation of each is basically the same. Below shows selecting states to omit on the **Omitted States** tab. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325189438.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90699) Below shows several states selected. [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325189465.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90700) Once selected, you can remove an item from the list by clicking the associated remove icon (X). [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325189527.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90701) **Note**: To see other omitted items, click the applicable tab (e.g. Account Types). [![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/base64-converted-image-1780325190090.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)](/docs/F_90702) ## Managing Paperless Billing in Customer Care ### Toggling the Paperless Billing Setting on an Account On an account, you can toggle the paperless billing flag to opt in or opt out. The previous *Suppress Invoice Print* setting has been renamed **Paperless Bill**. This setting is available in the Billing Information section when you add/edit an account. Check the box to opt in or uncheck to opt out. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-13.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) You can also toggle this setting in the Billing section on the Account Summary and see whether a discount or charge applies. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-14.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) The charge or discount status (applicable or not) is based how the incentive options are configured for the environment and the status of the Paperless Bill setting on the account. - First, if the account type is selected to be omitted, all other incentive criteria for the environment and the Paperless Bill setting on the account are ignored. Neither a charge nor a discount will apply. - If the account type is not omitted, whether a charge or discount applies is determined by evaluating the other incentive criteria for the environment and Paperless Bill setting on the account as indicated below: | Incentive and Paperless Bill Settings | Charge or Discount Status | | --- | --- | | - Incentive option = Charge - Paperless Bill for account = Off (opt out) | Charge is applicable | | - Incentive option = Charge - Paperless Bill for account = On (opt in) | Charge is not applicable | | - Incentive option = Discount - Require Autopay not checked OR Require Autopay checked and account set up for Autopay - Paperless Bill for account = On (opt in) | Discount is applicable | | - Incentive option = Discount - Require Autopay checked and account not set up for Autopay - Paperless Bill for account = On (opt in) | Discount is not applicable | | - Incentive option = Discount - Paperless Bill for account = Off (opt out) - (Require Autopay setting not used in this case) | Discount is not applicable | The information icon lets you see the reason for applying or not applying a discount or charge. Examples: - In this example, the environment is set to apply a charge and the account has opted out of paperless billing: ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-15.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) - In this example, the environment is set up to apply a discount and the account has opted in; however, the environment is also set up to require Autopay but the account is not on Autopay. ![A white background with black text Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-white-background-with-black-text-description-au-1.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) ### Paperless Billing Details on the Invoice Summary Charges or discounts for paperless billing are presented on the Invoice Summary when applicable. Charge example: ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-16.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) Discount example: ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-17.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D) Clicking the **View Details** link displays status information (*charge applicable* shown below). ![A screenshot of a computer screen Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-screen-description-aut-5.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A10Z&se=2026-11-14T12%3A04%3A10Z&sr=c&sp=r&sig=N4KrscCxFl%2BpFHo5srUaHpB1x47FDCj9HXLaPo1w8zg%3D)