Client Management Additional Customer Data Entry Additional Bill To's

Additional Customer Data Entry (continued)

Additional Bill To Records

If additional Bill To Names/Address needs to be set up for the Customer, follow the instructions below.  Additional Bill To’s may be added to the Customer at any time.

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 then press the Save button located at the lower right of the form.  If the new Bill To record that is being entered is to become the new Primary Bill To, select the Primary checkbox located in the upper right area of this form.  Once the new Bill To is saved, the old Primary Bill To record will have the Primary flag deselected but will still be available for use.

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

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