Client Management Customer Explorer Customer Structure
Customer Structure
Bill To
When highlighting the Bill To menu option from the customer tree, the Active Pane will display a list of all Bill To records that exist for the Customer.
Bill To records are basically mailing addresses that are used for customer invoices and/or statements. Each customer may have up to 5,000 unique Bill To addresses on file; only one of these must be flagged as the Primary Bill To on the customer account.
When setting up a Bill To record, you are able to select which types of invoices will use this billing address. If Cycle, Install, Service and Miscellaneous invoices are to be sent to different Bill To's, you will need to setup four separate Bill To records first, then mark each Bill To with the type of invoice(s) to which it applies.
Each Site on a customer record must be linked to a Bill To record. This is considered the default Bill To for the Site. If you have more than one Bill To setup on the customer, you may select a different default Bill To for each Site.
Recurring lines are also linked to a Bill To record. When setting up a new recurring line, the Bill To for the Site [to which the recurring line is attached] will be defaulted. This may be overridden to select a different Bill To if necessary.
When expanding the customer tree for the Bill To record, the option labeled Contacts is listed. These are considered Billing Contacts; you may have multiple contact names listed for any Bill To record.
If more than one Bill To exists on the customer, a tree of options is displayed under each Bill To record. These options will be discussed beginning on Page 3 of this topic.
For more information on creating new Billing Contacts, click on the link below.
The only right-click option available for the Bill To tree option is New Billing Information. Continue on to the next page for more information on setting up a new Bill To.
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