ADDRESSES

Use this subtask to enter the billing and remittance address for this invoice. Update it before saving the invoice.

Customer

This field displays the customer ID and the field to the right displays the customer name from the main screen.

Invoice

This field displays the invoice number from the main screen.

Bill Address

The billing address will default from the Project Billing Information table. You can change this default.

Address

Enter, or use to select, the code of the address to which you want to submit this invoice. This billing address must be valid for the customer being invoiced. The address information will be brought in after you select the address code.

Line 1, Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field.

State/Province

Enter, or use to select, the state/province in this field.  If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the state/province information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it.  However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Country

Enter, or use to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the country information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it.  However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Postal Code

Enter, or use to select, the postal code for this address. Note that the Postal Code will bring in the city, state/province, and country code if they have not already been entered.  The first time you use a postal code, the system will store the city, state/province, and country code in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Remit To

Enter, or use to select, a remittance address. Remittance addresses shown in are from the Remittance Address table. The default comes from the default remittance address in the Billing Settings screen (Projects » Billing » Controls).

Address

Enter or use to select the remittance address where you would like your customer to send their payment. You set up remittance addresses in the Remittance Addresses screen (Projects » Billing » Controls) when you initialize Costpoint Billing. The address information will be brought in after you select the address code.

Line 1, Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field.

State/Province

Enter, or use to select, the state/province in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the state/province information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it.  However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Country

Enter, or use to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the country information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Postal Code

Enter, or use to select, the postal code for this address. Note that the postal code will bring in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, the system will store the city, state/province, and country code in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been brought in, you can edit it.  However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).