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To set Bill To using the Financial tab

When all line items for a customer will be billed to a Bill To ID, set the Bill To ID on the individual's Financial tab.

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Find the customer's record.
  3. Select the Financial tab.
  4. In the Bill To ID field, enter the ID of the company or individual to be billed for this individual's billings or select the lookup icon on the Bill To ID field to select a value.
  5. Click Save.

See Also

Setting up List Billing

To set Bill To using the Set up customer types window

To set Bill To using the Dues/Subscriptions Item Detail window

Billing run troubleshooting


ASI logo 10.5 Production Release. Updated 10/5/2005 3:12:33 PM
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