Billing Addresses


Billing Addresses are an option on Quote, Order, and Invoice, to help with:
• automated billing using EDI, procurement systems, or online invoicing
• automated order processing from web stores, etc

This Solution provides an overview of this feature. (6839)





Billing Addresses are an option on Quote, Order, and Invoice, which may be needed for automated billing.

To use Billing Addresses:
1. Go to the Customer Prefs.
2. In Load Addresses click the checkbox for Bill To.
3. Click OK to save.
Clients will need to restart to see changes.

Billing Addresses Fields are:
Billing Name
Billing Address 1
Billing Address 2
Billing City
Billing State
Billling Zip
Billing Country
Billing Phone 1
Billing Phone 2
Billing Email

New Fields appear on:
Billing tab on Quote, Order, Invoice
Searches for Quotes, Orders, Invoices
Exports from Searches
Imports
Custom Forms
TaxJar Mappings
Folder Mappings



Related: