Client Management                               How to Create a New Customer

Creating a New Customer/Customer Information Setup (continued)

 Important Note:   When setting up the customer's billing information on the Customer Information form, there are fields on this from that are not available when initially setting up the customer.  These fields are Invoice Type flags which allow you to define which types of invoices will use a particular Bill To record.  If certain types of invoices are to use a particular billing address, you would need to create additional Bill To records and mark which invoice types are to use that billing address as the default.  For instructions on creating additional Bill To records, follow the link below.

Creating Additional Bill To Records

FRM2053.1

Previous Page                                        Page  2 of 24                              Next Page