Defining or modifying invoice billing information

Use this page to define or modify the billing information for the invoices. This information is defaulted when creating new invoices.

  1. Select Billing > Invoice Profile.
  2. Click Add on the Billing Info tab. The Billing Information page is displayed. You can use the Edit option corresponding to the Facility for which you want to modify the invoice billing details. The Billing Information page is displayed.
  3. Specify or modify this information:
    Facility
    The name of the location from where the demand for the parts is raised.
    Ship To
    The location at which the parts are received.
    Tax ID
    The tax code assigned by a taxing jurisdiction such as state, county, etc.
    Use Ship To Address as Bill To Address
    If this check box is selected, the ship to address is used as the bill to address.
    Note:  This check box is enabled only if a ship to location is selected in the Ship To field.
    Use Facility Address as Bill To Address
    If this check box is selected, the facility address is used as the bill to address.
    Note:  This check box is enabled only if a facility is selected in the Facility field.
    Address
    The address at which the bills are received.
  4. Click Submit.