Client Management           Additional Customer Data Entry           Billing Contacts

Billing Contacts (continued)

Bills and Sites

4.  The Bills and Sites form is used to link the Contact to Bill To’s and/or Sites.  Select the check box to the left of each Bill To and/or Site to which the Contact will be linked.  You must make at least one selection on this form to be able to save the new Contact.  Once all information is entered for the new Billing Contact, click the Save button located at the lower right of the form.  Once saved, the new Billing Contact will be displayed on the Customer Explorer.

FRM2060

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