--- title: "Paperless Billing Incentive Setup" slug: "paperless-billing-incentive-setup" updated: 2026-08-11T09:37:09Z published: 2026-08-11T09:37:09Z canonical: "help.idibilling.com/paperless-billing-incentive-setup" --- > ## 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. # Paperless Billing Incentive Setup You can enable and configure this functionality on an environment basis. Once enabled you can: - Select the form of incentive: - Discount for opting in - Charge for opting out - Select a Product or Discount SKU configured in the IDI Desktop Client 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 he Paperless Billing Incentive (tags are created and accounts are tagged via Customer Care) > [!NOTE] > Note > > In the IDI Desktop Client Product Catalog set up the SKU to charge for opting out an/or a discount SKU for opting in. To set this up for the current environment, from the Product Catalog landing page, click on the **Paperless Billing Incentive** link (or choose that option from the MANAGE menu). ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90635.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90634.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) Clicking that button displays a form for configuring the paperless billing incentive. Check **Enabled**, then configure the paperless billing parameters as described below. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90695.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) | 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) | > [!NOTE] > Note > > 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. The SKUs listed in this drop-down menu change depending on the selected incentive option (Charge or Discount). | | Omitted Account Tag | > [!NOTE] > Note > > This lets you select a tag (configured in Customer Care). Accounts marked with the selected tag will be excluded from the Paperless Billing Incentive. 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] > 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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90696.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) 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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90697.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) You can remove the selected tag by clicking the Delete icon (red X). ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90698.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) #### 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. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90699.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) Below shows several states selected. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90700.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) Once selected, you can remove an item from the list by clicking the associated remove icon (X). ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90701.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D) > [!NOTE] > Note > > To see other omitted items, click the applicable tab (e.g. Account Types). ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/90702.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A58Z&se=2026-11-14T11%3A49%3A58Z&sr=c&sp=r&sig=DVimJ90jI0z3Ff6I32%2FqFtxIzmpTmLtpmY%2FXHZTi2HM%3D)