how_to_assign_a_customer_to_a_bill_to_account
How to Assign a Customer to a Bill To Account
If you have a customer that you want to assign to a specific bill to account, you can do that. That way every time they come in they are entered with the correct fleet bill to info. For example, in the case shown below I want to make sure that when this customer, ALLIED, comes in they are billed under Element Fleet.
- Go to Customers, Find, “Enter Search Value” and select your customer.
- Then in the upper right corner Click on Bill This Customer to Custno » and choose the bill to.
how_to_assign_a_customer_to_a_bill_to_account.txt · Last modified: 2023/11/13 18:57 by admin