Client Management Additional Customer Data Entry Additional Bill To's
If additional Bill To Names/Address need to be set up for the Customer, follow the instructions below. Additional Bill To’s may be added to the Customer at any time. If the customer has multiple Sites, and each Site is to have a separate billing address, you would create a Bill To record for each Site and then link the appropriate Bill To record to the Site.
1. From the Customer Explorer, highlight the Bill To menu option. Right-click and select the New Billing Information option.
2. A blank Customer Billing Information form will be displayed. Enter the required information according to your company's policies and procedures.
If the new Bill To record that is being entered is to become the new Primary Bill To, select the Primary Mail check box located in the upper right area of this form. Once the new Bill To record is saved, the old Primary Bill To record will have the Primary flag deselected but will still be available for use.
FRM2053.1
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