Billing is handled in two different ways.
- Billed directly by Marketing
- Billed directly by Accounting
Business and Thank You cards are billed by Accounting on a monthly basis. Please be sure that you have funds to cover the cost of these items or a check will be requested upfront.
Customized promotional items are billed by Accounting after invoices are submitted by either the Banker or Creative Promotional Products. If the items were paid for upfront via credit card, an MEA reimbursement form will need to be submitted.
In-house promotional items, apparel, and marketing materials (Flyers, Brochures, Folders, etc.) will be billed by Marketing internally. Advise: We will check with Accounting before we order any of your items to ensure that you are in good standing on your MEA.
Items that are not listed above will need to follow the below process:
- Approved for purchase by Division Manager or James Flores
- Paid for by the banker up front
- Submitted to Accounting for reimbursement