Billing Contact related section

The Billing Contact related section displays the billing contact 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 record.
    Note: This option is displayed only if billing contacts do not exist 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 billing contact record linked to the selected entity.

For each record, you can:

  • Click the Billing Contact name to view the billing contact 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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