Entering Alternate Billing Addresses

You can send invoices for a ship-to customer to an intermediate authority for purchase approval, either at the job site or off site before they are forwarded to the assigned bill-to customer for payment.

When assigning an alternate billing address to a ship-to customer, you can do the following:

The system prints the alternate billing address on all of the ship-to customer's invoices. When you access that ship-to customer record, "Alternate Billing Address in Effect" displays.

The system prints the alternate billing address on all invoices for the bill-to customer and all associated jobs and ship-to customers. When you access the customer record for the bill-to customer, or for any of the jobs or ship-to customers associated with that bill-to customer, a message informs you that an alternate billing address is in effect.

Note: The bill-to customer assigned to the ship-to customer still receives the monthly statement.

To enter an alternate billing address:

  1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

  2. In the Customer field, enter a customer's name to display the customer record.

  3. Select Orders > Alternate Billing Address to display the Alternate Billing Address dialog box.

  1. In the Use Ship-To Address field, enter one of the following:

  1. To add the name and address of another customer from the customer file, Select Edit > FindCustomer, and enter the customer's name.

  1. In the Name, Address, City, State, and Zip fields, enter the name and address of the customer or vendor.

Note: Because the name and address do not have to be the name defined on the customer or vendor record, you cannot enter a customer or vendor number or search by entering part of a name.

  1. In the Fax field, enter the fax number the customer uses to receive invoices.

  2. In the Sort by field, enter the words associated with the alternate billing address to use to search for this address.

Note: Custom programming and modification of your custom invoice printing program is required for printing an alternate billing address on an invoice.

  1. For addresses that are longer than the number of lines allowed, select Additional > Additional Address to. enter additional billing address information for this customer or vendor.

  2. Save your changes and exit the dialog box.

See Also:

Defining Parent Companies and Dependents

Creating Customer Records

Handling Postal Codes for International Addresses