Assign a Bill To account
When to use this procedure
Use this procedure to bill merchandise to an account other than the customer account.
Example of use – 1
A music teacher purchases supplies for his or her school. The school should be billed for the purchase but you want to track the purchase on the teacher's account as well as the school's account. This allows you to track the specific merchandise individual teachers purchase.
Example of use – 2
The customer, ship to, and bill to accounts may all differ when a teacher purchases merchandise, it is shipped to his or her school, and billed to his or her school district.
Steps to complete
- Right-click in any Bill To box. A pop-up menu displays.
- Select an option. The table below describes the options.
If a billing account... Click... must be created
Change Account. The Pick Customer window displays. Continue to step 3.
was selected in error
Remove Account. The billing account is removed from the sales invoice.
was changed or removed in error after it was added to the Sales Invoice window.
Reset to Original. The shipping address initially added to the proposal or order is restored.
- If you want to copy the customer's email address to your email program, right-click in the Bill To box and click Copy Email.
- Select the correct billing account or create a new billing account.
