Customer Explorer Customer Structure Functions Bill To

Customer Structure Functions (continued)

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. 

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When expanding the customer tree for the Bill To record, several tree options are listed; Contacts, Aging, Invoices, Credit Memos, and Recurring.  As each of these menu options is highlighted, the Active Pane will display any information linked to this Bill To record.  There are several Right-Click functions available from the Bill To tree option.  Follow the link for information on each of the right-click options.