Adding or editing Billing Contact information

A billing contact is the contact and address information to be used for sending a bill for a sales order. A sales order can have only one billing contact. You can modify an existing billing contact, however, you cannot delete a billing contact. To modify the billing contact, use the Contact lookup to select a different contact.

Note: You can add billing contact information only if the sales order has not yet shipped or been invoiced.
  1. Expand the Billing Contact related section on the Sales Order details page.
  2. Click Insert to add a Billing Contact record, if the data does not exist.
    Note: You can click Edit to modify the data, if a Billing Contact record exists.
  3. Specify this information:
    Contact
    The contact record associated with the billing information for the sales order.
    Address
    The address for the billing contact.
    Note: You can click Edit to add or edit address information. To view a map of the address, click Map. If Contour integration is enabled and configured, a map using the Contour provider is displayed.
    Invoice Immediately
    Select this check box to send the invoice immediately after creating the sales order.
    Tax Exempt
    Select this check box to indicate that the sales order products are not taxable.
    Payment Method
    The method of payment for the bill.
    Payment Terms
    The payment condition or conditions that must be met.
    Billing Trigger
    The agreed upon condition for invoicing the product. For example, Shipment, Proof of Delivery, or Customer Acceptance.
    Ownership Transfer
    The place wherein the ownership is transferred.
    Incoterms
    International Commercial (INCO) Terms are a series of predefined commercial terms widely used in International commercial transactions or procurement processes.
  4. Click Submit.
Related topics