Adding Bill To information

Use this view to add associated bill to information. See Back Office

Note: You can only add Bill To information if:
  • The associated account is successfully promoted.
  • The sales order has not yet shipped or invoiced.
  • The quote has not expired or converted to a sales order.

To add Bill To information:

  1. Click the Bill To tab on the Sales Order or Quote detail view.
  2. Click Add Bill to.
  3. Specify this information:
    Name
    The name of the bill to record.
    Main Phone
    The phone number to be used for the bill to record.
    Fax
    The fax number to be used for the bill to record.
    Email
    The email address to be used for the bill to record.
    Status
    The status of the record. This information is for display only and must be added or modified in the integrated application.
    Customer Type
    A description of the customer type. Click the arrow and select from the list. The available options are specific to your implementation.
    Payment Term
    The payment condition or conditions that must be met. Click the arrow and select from the list.
    Payment Method
    The method of payment for the sales order. Click the arrow and select from the list.
    Address
    Address for the bill to record. Click Edit , to view the Edit Address window and complete the address information. To view a map of the address, click Map icon. If Contour integration is enabled and configured it displays a map using the Contour provider. If a provider is not configured the address displays in MapQuest.
    Note: Based on the implementation you cannot be able to modify address information.
  4. Click OK.
  5. Promote the Bill To if required based on the implementation.
    1. Click Promote in the Task Pane if the Sync Status is set to Changes Pending. Otherwise no action is required.
Related topics