Client Management Additional Customer Data Entry Billing Contacts
Additional Customer Data Entry (continued)
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 checkbox to the left of each Bill To and/or Site to which the Contact will be linked. The User 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, press the Save button located at the lower right of the form. The new Billing Contact will be displayed on the Customer Explorer.
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