Bill To related section

The Bill To related section displays the Bill To records linked to the selected entity.

You can access this section from the details page of these entities:

  • Account
  • Ship To
  • Pay From
  • Sales Order

You can only view this information. To add or modify the data, you must have access to the integrated application.

Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Insert: Use this option to add a new Bill To.
    Note: This option is displayed only if no Bill To exists for the selected entity.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Bill To records linked to the selected entity.

For each record, you can:

  • Click the Bill To name to view the Bill To details.
  • Click the phone number to make a call.
  • Click the email to send an email.
  • Click Map to view the address on the map.
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