Adding Billing Information to a Transaction
Select the Billing subtab to add billing related information to a transaction.
To add billing information to a transaction:
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If you are creating a progress billing sales order, select billing terms for this order in the Terms field.
Important:On a sales order, if you enter both a payment method and terms, the payment method takes precedence, and a cash sale is generated upon billing.
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If you use the Advanced Billing feature, in the Billing Schedule field select the schedule you want to apply to this order.
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The customer's default billing address shows in the Bill To text field.
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Select New in the Bill To Select field, or click the + icon, to add an address to be used for this sales order and saved with the customer record.
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Select Custom in the Bill To Select field to add an address to be used for this sales order only and not saved with the customer record.
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Click the Edit icon to make changes to the address selected in the Bill To Select field. These changes are saved with the customer record.
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