Use this tab to review and edit the bill to and remit to addresses that display on the bill.
Use this tab after you have computed the bill and before you have printed or posted it.
Use the fields in this group box to review and edit information on the customer address where the bill will be sent.
Address *
Enter, or use Lookup to select, the address code of where you want to send the bill. The default address code will be the address code that has been entered in the Customers screen (Accounting\Maintain\Customers) with a Bill Code of "D." You can enter any address code in this field that has been set up in the Customers screen.
These fields display the Bill To street address that was specified as the default in the Customers screen. It can contain the street address and building and division/department numbers.
You can edit this field. You can use Lookup only on those addresses that have been entered in the Customers screen (Accounting\Maintain\Customers) with a Bill Code of "D" (Default) or "Y" (Yes). A Bill Code of "Y" (Yes) indicates that the address is a valid billing address.
Enter, or use Lookup to select, the city. You can use Lookup only on those addresses that have been entered in the Customers screen (Accounting\Maintain\Customers) with a Bill Code of "D" (Default) or "Y" (Yes). A Bill Code of "Y" (Yes) indicates that the address is a valid billing address. The default city for this customer address code displays automatically.
Automatically update this field by entering the Postal Code field before the City, State/Province, or Country fields. If the postal code has been previously used in the system, the City, State/Province, and Country fields will automatically display using data stored in the POSTAL_CODE table. Once the City, State/Province, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.
Enter, or use Lookup to select, the state/province. You can only use Lookup on those addresses that have been entered in the Customers screen (Accounting\Maintain\Customers) with a Bill Code of "D" (Default) or "Y" (Yes) will be available for selection. A Bill Code of "Y" (Yes) indicates that the address is a valid billing address. The state that is entered for the address code which has a Bill Code of "D" in the Customers screen will be the default.
Automatically update this field by entering the Postal Code field before the City, State/Province, or Country fields. If the postal code has been previously used in the system, the City, State/Province, and Country fields will automatically display using data stored in the POSTAL_CODE table. Once the City, State/Province, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.
Enter, or use Lookup to select, the postal code. The postal code of the Bill To address that has been specified as the default in the Customers screen (Accounting\Maintain\Customers) will display automatically, but can be changed.
Automatically update the City, State/Province, or Country fields by entering the Postal Code field before the City, State/Province, or Country fields. If the postal code has been previously used in the system, the City, State/Province, and Country fields will automatically display using data stored in the POSTAL_CODE table. Once the City, State/Province, and Country fields populate, you can edit them and the new information will not affect the data stored in the POSTAL_CODE table.
Enter, or use Lookup to select, the country. You can use Lookup only on those addresses that have been entered in the Customers screen (Accounting\Maintain\Customers) with a Bill Code of "D" (Default) or "Y" (Yes). A Bill Code of "Y" (Yes) indicates that the address is a valid billing address. The default for this field will be the country of the Bill To address that has been specified as the default in the Customers screen.
You can automatically update this field by entering the Postal Code field before the City, State/Province, or Country fields. If the zip code has been previously used in the system, the City, State/Province, and Country fields will automatically display using data stored in the POSTAL_CODE table. Once the City, State/Province, and Country fields populate, you can be edit them and the new information will not affect the data stored in the POSTAL_CODE table.
Use the fields in this group box to review the Remit To address data. The remittance address is the address where you want your customers to send their payments.
Address *
The Remittance Address code that was specified in the Project Billing Information screen (Projects\Maintain\Billing) automatically displays. Enter, or use Lookup to select, a different Remit To code. Any addresses referenced here must have already been entered in the Remittance Addresses screen (Projects\Configure\Billing).
The name description assigned to the Address automatically displays in this field. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
These fields automatically display the address lines assigned to the Remit To address code. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
The city assigned to the Address automatically displays in this field. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
The state/province assigned to the Address automatically displays in this field. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
The postal code assigned to the Remittance Address code that was specified in the Project Billing Information screen automatically displays in this field. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
The country assigned to the Remittance Address code that was specified in the Project Billing Information screen automatically displays in this field. You can edit or make entries to this field in the Remittance Addresses screen (Projects\Configure\Billing).
* A red asterisk denotes a required field.
Changes to this table update the BILL_INVC_HDR (Billing Invoice Header) table.