Use this tab to enter the billing and remittance address for this invoice. If you have entered a default billing address in the Customers screen (Accounting\Maintain\Customers), that address will be automatically displayed in this screen. The default remittance address is identified in the Billing Settings screen.
Both the billing address and the remittance address can be changed in this tab.
Update this tab before saving the invoice. You must open this tab at least once before the system will allow you to save the invoice.
The default billing address will automatically display if you have created a default billing address in the Customers screen (Accounting\Maintain\Customers). The remittance address will automatically display if you have entered a default remittance address in the Billing Settings screen.
Use the fields in this group box to identify the billing address of the customer. The default address code of the customer identified in the Invoice Details tab will automatically display in these fields, but the information can be changed.
Address *
Enter, or use Lookup to select, the customer address code for this bill. If you have set up a default billing address in the Customers screen (Accounting\Maintain\Customers), the billing address will automatically display. The address code entered must be valid for the customer.
You can change the billing address any time before printing and posting the bill.
Use these fields to enter a street address of up to 40 alphanumeric characters.
Use this field to enter the city, up to 25 alphanumeric characters.
You can automatically populate this field by entering the zip code before the city, state or country. If the zip code has been previously used in the system, the City,State and Country fields will automatically be populated with data stored in the Postal Code table. Once the City, State and Country fields have been populated, the fields can be edited and the new data will not affect the original information in the Postal Code table.
Enter, or use Lookup to select, the state/province, up to six alphanumeric characters.
You can automatically populate this field by entering the zip code before the city, state or country. If the zip code has been previously used in the system, the City,State and Country fields will automatically be populated with data stored in the Postal Code table. Once the City, State and Country fields have been populated, the fields can be edited and the new data will not affect the original information in the Postal Code table.
Enter, or use Lookup 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 fields in the Postal Code table. From then on, if you enter the postal code first, it will bring in the other information. Once the information has been displayed, you can edit it. However, any changes you make will not change the default information located in the Postal Code table.
Enter, or use Lookup to select, the country code for this address, up to eight alphanumeric characters.
You can automatically populate this field by entering the zip code before the city, state or country. If the zip code has been previously used in the system, the City,State and Country fields will automatically be populated with data stored in the Postal Code table. Once the City, State and Country fields have been populated, the fields can be edited and the new data will not affect the original information in the Postal Code table.
Use the fields in this group box to enter the remittance address information. The default Remittance Address is established in the Billings Settings screen.
Address *
Enter, or use Lookup to select, the remittance address code where you want your customer to send their payment. Set up remittance addresses in the Remittance Addresses screen (Projects\Configure\Billing) when you initialize Costpoint Billing. The address information is displayed after you select the address code.
These non-editable fields display the street address for the remittance code entered above.
If you want to change the information in these fields you must select another remittance address code or change the data for this remittance address in the Remittance Addresses screen (Projects\Configure\Billing).
This non-editable field displays the city for this remittance address code.
If you want to change the information in this field you must select another remittance address code or change the data for this remittance address in the Remittance Addresses screen (Projects\Configure\Billing).
This non-editable field displays the state or province for this remittance address.
If you want to change the information in this field you must select another remittance address code or change the data for this remittance address in the Remittance Addresses screen (Projects\Configure\Billing).
This non-editable field displays the postal code for this remittance address.
If you want to change the information in this field you must select another remittance address code or change the data for this remittance address in the Remittance Addresses screen (Projects\Configure\Billing).
This non-editable field displays the country for this remittance address code.
If you want to change the information in this field you must select another remittance address code or change the data for this remittance address in the Remittance Addresses screen (Projects\Configure\Billing).
* A red asterisk denotes a required field.
Changes to this screen update the CUST_PROD_HDR (Customer Product Header) table.