Customer Explorer: Bill To
|
|
The Bill To field in Customer Explorer Details determines the type of billing to be applied to the customer. Consolidated, Separate A/R Customer or Separate A/R Site. The Bill To type selection will effect the customer or site Invoice Presentation, A/R Inquiry, Mailed Invoice, Emailed Invoice and Aged Trial Balance. The difference in each Bill To type is displayed in summary in the below comparison table followed by a detailed description and examples of each. Also see Customer Bill To Video Tutorial and Related Topics.
| Invoice Presentation
|
One Invoice For All Sites
- Displays Surcharges, Taxes, Site Totals per Site on the same Invoice.
- Displays Total Account Balance for All Sites.
|
One Invoice Per Site
- Displays Surcharges, Taxes, Site Activity per Site on the separate Invoices.
- Displays Total Account balance for ALL SITES even though it's a separate invoice per site.
|
One Invoice Per Site
- Displays Activity, Surcharges/Fees and Taxes for Site Only.
- Invoice and Account Balance is for the Site Only.
|
| A/R Inquiry
|
Customer Number Entry Only
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the Invoice List.
- Unbilled generates one Invoice for All Sites
- Balance Summary & Unbilled Details are consolidated for All Sites associated with the selected Customer.
|
Customer Number Entry Only
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the invoice list grid Separately Per Site .
- Unbilled shows an invoice for each site under the same customer
- Balance Summary & Unbilled Details are for All Sites associated with the selected Customer even though the invoices are listed Separately Per Site.
|
Requires a Customer and Site Number
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for only the selected Site will populate the Invoice List grid.
- Unbilled only shows the invoices for the selected site.
- Balance Summary & Unbilled Details are only those for the selected Site.
Optional Show All Sites in the Invoice List
- Includes All Sites in the Invoice List grouped and totaled by Site.
- Unbilled & Paid invoices can be included in Show All Sites and will be grouped and totaled by Site.
- Balance Summary & Unbilled Details will include All Sites.
|
| Mailed Invoice
|
Customer Level Address |
Customer Level Address |
Site Level Mailing Address |
| Emailed Invoice
|
Customer Level Email |
Customer Level Email |
Site Level Email Address |
| Aged Trial Balance
|
One Line per Customer |
One Line Per Customer-Site |
One Line Per Customer-Site |
- One Invoice for All Sites.
- Displays Surcharges, Taxes, Site Totals per Site on the same Invoice.
- Displays Total Account Balance for All Sites.
|
- One Invoice per Site.
- Displays Surcharges, Taxes, Site Activity per Site on the separate Invoices.
- Displays Total Account balance for ALL SITES even though it's a separate invoice per site.
|
- One Invoice per Site.
- Displays Activity, Surcharges/Fees and Taxes for Site Only.
- Invoice and Account Balance is for the Site Only.
|
Consolidated Invoice
Separate A/R Customer Invoice
Separate A/R Site Invoice
- Customer Number Entry Only
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the Invoice List.
- Unbilled generates one Invoice for All Sites
- Balance Summary & Unbilled Details are consolidated for All Sites associated with the selected Customer.
|
- Customer Number Only
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the invoice list grid Separately Per Site .
- Unbilled shows an invoice for each site under the same customer.
- Balance Summary & Unbilled Details are for All Sites associated with the selected Customer even though the invoices are listed Separately Per Site.
|
- Requires a Customer and Site Number
- All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for only the selected Site will populate the Invoice List grid.
- Unbilled only shows the invoices for the selected site.
- Balance Summary & Unbilled Details are only those for the selected Site.
Optional Show All Sites in the Invoice List
- Includes All Site in the Invoice List Grouped and Totaled by Site.
- Unbilled & Paid invoices can be included in Show All Sites and will be grouped and totaled by Site.
- Balance Summary & Unbilled Details will include All Sites.
|
Customer Number Entry Only
All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the Invoice List.
Unbilled generates one Invoice for All Sites
Customer Number Only
All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for All Sites will populate the invoice list grid Separately Per Site .
Unbilled shows an invoice for each site under the same customer.
Balance Summary & Unbilled Details are for All Sites associated with the selected Customer even though the invoices are listed Separately Per Site.
Requires a Customer and Site Number
All Outstanding & Paid (when selected) Invoices, Payments and Adjustments for only the selected Site will populate the Invoice List grid. 
Unbilled only shows the invoice for the selected site. 
Balance Summary & Unbilled Details are only those for the selected Site
.
Optional Show All Sites in the Invoice List 
- Includes All Site in the Invoice List Grouped and Totaled by Site.
- Unbilled & Paid invoices can be included in Show All Sites and will be grouped and totaled by Site.
- Balance Summary & Unbilled Details will include All Sites.
|
Customer Level Address
|
Customer Level Address
|
Site Level Mailing Address
|
Customer Level Address
Customer Level Address
Site Level Mailing Address is used on the Invoice
|
Customer Level Address
|
Customer Level Address
|
Site Level Mailing Address
|
Customer Level Contacts: Invoice enabled contacts created with an email address will be emailed consolidated invoices. 
Customer Settings Email Invoices To: This a formerly used field prior to Customer Contacts with Email Invoices being made available. Do not use this field for new entries. However, consolidated customer invoices will be emailed to the recipient when populated with an email address.
Customer Level Contacts: Invoice enabled contacts created with an email address will be emailed Separate A/R Customer invoices.
Customer Settings Email Invoices To: This a formerly used field prior to Customer Contacts with Email Invoices being made available. Do not use this field for new entries. However, separate a/r customer invoices will be emailed to the recipient when populated with an email address.
Site Level Contacts: Invoice enabled site contacts with an email address will be emailed Separate A/R Site invoices
.
Site Details Email Invoices To: This a formerly used field prior to Site Contacts with Email Invoices being made available. Do not use this field for new entries.
However, Separate A/R Site invoices will be emailed to the recipient when populated with an email address.
|
One Line per Customer
|
One Line per Customer-Site
|
One Line per Customer-Site
|
One Line per Customer
One Line Per Customer-Site
One Line Per Customer-Site
Related Topics
Customer Explorer: Customer Details
Account Inquiry Overview
