Adding Billing Information to a Transaction

Select the Billing subtab to add billing related information to a transaction.

If you're 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 comes first, so a cash sale gets created when you bill.
If you use the Advanced Billing feature, select the schedule you want to apply to this order in the Billing Schedule field.
The customer's default billing address shows in the Bill To text field.
- To add an address to be used for this sales order and saved with the customer record, select New in the Bill To Select field, or click the + icon.
- To add an address to be used for this sales order only and not saved with the customer record, select Custom in the Bill To Select field.
- 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.