Add or Remove Bill to Customers

Use these steps to add or remove bill to customers for a project, allowing you to define or modify the customer list for split billing and allocate the corresponding percentages for invoicing.

To add or remove bill to customers:

1. Under the Jobs menu group, go to Jobs > WIP Invoice > Split Billing tab.
2. In the header, use the search filter or Search field to select a job/project.
3. Click any of the following tabs:
   • Selection on Bill to Customers
   • On Account Information
   • Setup of Bill to Customers
4. To add a bill to customer:
   1. In the table, click Add Bill to Customer
   2. In the Bill to Customer field, use the dropdown arrow to select a customer or start typing to choose from the filtered results.
5. To remove a bill to customer:
   1. In the table, click the Row Tools icon in the same line as the customer you want to remove, then select Delete Bill to Customer.