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Last modified by David Stadnyk on 2026/03/25 17:04
From version 6.1
edited by Isaac Mejia
on 2025/12/15 16:19
Change comment: There is no comment for this version
To version 9.1
edited by David Stadnyk
on 2026/03/25 17:04
Change comment: There is no comment for this version

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2 2  
3 3  = Full Service Billing Vs. Self Service Billing =
4 4  
5 -{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/full-service-billing-vs.-self-service-billing_1534230580>>https://membersolutions-9221154.hs-sites.com/kb/full-service-billing-vs.-self-service-billing_1534230580]]{{/info}}
6 6  
7 -* [[Member Solutions Product Support>>index.html]]
6 +=== **Client Types in myVolo** ===
8 8  
9 -* [[Table of Contents>>Table-of-Contents_1534033990.html]]
8 +myVolo serves two distinct client types: **Full Service** and **Self Service**. Understanding the difference between these two is important when providing support, as their billing processes and available features differ significantly.
10 10  
11 -* [[Overview>>Overview_1533968462.html]]
10 +**Full Service Billing**
12 12  
13 - Full Service Billing Vs. Self Service Billing
12 +Full Service clients use myVolo alongside our Full Service Billing product. Contracts entered in myVolo are sent to MSI for billing and servicing, where we collect payments, deduct our commission, and fund the client directly. These clients retain access to the MSI billing website; however, any contracts entered there will not appear in myVolo, so it is important to ensure contracts are entered in the correct platform.
14 14  
15 - Created by
16 - Amith on Feb 18, 2021
14 +Full Service clients have more limited access to make changes to contracts within myVolo. Most administrative actions — such as price adjustments, due date changes, and payment source changes — cannot be performed directly by the client and must either be handled by contacting our Support team or by submitting an adjustment request.
17 17  
18 -We have two different Types of clients that use myVolo: Full Service and Self Service.
16 +**Self Service Billing**
19 19  
20 -* **Full Service Billing.**
18 +Self Service clients use myVolo as a standalone billing platform. Most have connected the software to a third-party merchant processor, meaning that credit card and EFT transactions processed in myVolo are sent directly to the merchant processor, which in turn funds the client.
21 21  
22 -These clients are using myVolo alongside our Full Service Billing product. These Clients enter contracts into myVolo which are then sent along to MSI for billing and servicing. We collect their payments, deduct our commission, and then fund the clients directly. They still have access to the MSI billing website, however contracts entered there will not appear in myVolo. They also have less access to make changes to contracts in myVolo, and most actions, such as price adjustments, due date changes, and payment source changes must be done either by contacting our Support team, or entering an adjustment request.
20 +Unlike Full Service clients, Self Service clients do not have MSI ID numbers and do not have access to the MSI billing website. Our team does not service their contracts, giving these clients full autonomy over their billing and contract management within myVolo.
23 23  
24 -* **Self Service Billing**
25 25  
26 -These clients are using myVolo as a standalone platform. Most have connected the software to a third party merchant processor. This means that credit card and EFT transactions processed in myVolo are sent along to a merchant processor who in turn funds the client directly. These clients do not have MSI ID #s and do not have access to the billing website. We do not service their contracts
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28 28  {{include reference="KBSupportCTA.WebHome"/}}
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