Assigning a Bill To Account

If the completed repair is to appear on the customer account selected but is to be billed to a different account, RIGHT click in the Bill To box. Each menu option is described below.

• To assign a bill to account, click Change Account. The 'Pick Customer list box' appears. If the required account exists, select the account. If you must add a new account for the customer, click the Add button. Refer to 'Add/Change Customer' for information on adding a new customer. Once the billing account has been selected, the name will appear in the Bill To box. You may then click in the Bill To box for the address information.
• If a bill to account was selected in error, click Remove Account.
• If a repair ticket was pulled in order to be changed, completed or billed, the original repair ticket had a Bill To account selected and the Bill To account was changed or removed in error, click Reset to Original in order to change it back to what it was.