Client Management           Additional Customer Data Entry           Additional Bill To's

Additional Bill To Records (continued)

Invoice Types - To the right of the phone number fields are four check box fields which allow you to specify which types of invoices are to use this billing address as the default.  You may check one, multiple or all of the boxes available.  For example, if you want to use one Bill To for recurring invoices only, you check the Primary RMR checkbox only.

When finished, click on the Save button located at the lower right of the form.

Once the New Billing Information has been saved, it will be added to the customer tree within the Customer Explorer.

FRM2053.1

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