Get Updating Bill To Customer Information

Filling out the Updating Bill To Customer Information form correctly is essential for maintaining accurate billing details. This guide provides an easy-to-follow process to ensure that users can complete this form with confidence and clarity.

Follow the steps to accurately complete the form and update customer billing information.

1. Begin by navigating to the Bill To Options page and press the Customers link.
2. Next, click on the General Information link to find the necessary sections of the form.
3. Click within the Customer ID field to begin entering information.
4. Input the desired Customer ID, ensuring it is valid, for example, '0000050037'.
5. Press the Search button to retrieve relevant customer information.
6. Navigate to the Bill To Options tab to access billing options.
7. Utilize the Bill To Options page to enter necessary billing and purchase order information.
8. Click the Add Row button to add a new billing entry.
9. In the Effective Date field, specify the date when the customer's billing information becomes effective, using a valid format such as '02132007'.
10. Select the status of the effective date as either Active or Inactive using the Status field.
11. Indicate the Freight Bill Type, choosing whether it should be billed at Order Entry or Shipping.
12. Use the Billing Cycle Identifier field to specify how often invoices should be generated.
13. Enter the desired Billing Cycle Identifier, such as 'DAILY', into the corresponding field.
14. In the Invoice Form field, provide an invoice form ID to determine formatting options for invoices.
15. Input the desired information into the Invoice Form field, for instance, 'STANDARD'.
16. The Bill By Identifier field should be used when importing billing information from external systems.
17. Enter a valid Bill By Identifier in the respective field, for example, 'ORDER'.
18. In the AR Distribution Code field, specify the AR Distribution code defined for the customer.
19. Enter the AR Distribution Code, using a valid entry like 'AR'.
20. If applicable, select the Purchase Order Required option for customers needing a purchase order.
21. Utilize the Reference Qualifier Code field to specify the service or item for which the customer is billing.
22. Provide a valid Reference Qualifier Code in this field, for example, 'I'.
23. Scroll down the page to access additional fields.
24. To override default payment terms, click in the Payment Terms ID field.
25. Input the desired information into the Payment Terms ID field, ensuring it is a valid entry such as '21030'.
26. Use the Discount Grace Days field to adjust default grace days for discounts.
27. Provide the number of Discount Grace Days in the field, for instance, '3'.
28. In the Due Grace Days field, specify the allowable grace period for payment beyond the stated terms.
29. Enter the number of Due Grace Days, such as '10', in this field.
30. Finally, press the Save button to ensure all entered information is recorded.
31. After saving, you can review customer information related to payment, billing, purchasing, or addresses as needed.

Take the next step by completing the Updating Bill To Customer Information form online today.