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.

 

	Consolidated	Separate A/R Customer	Separate A/R Site
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

 

Invoice Presentation

Consolidated	Separate A/R Customer	Separate A/R 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

 

A/R Inquiry

Consolidated	Separate A/R Customer	Separate A/R Site
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.

 

Consolidated

 

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

 

Separate A/R 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.

 

Separate A/R 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.

 

Mailed Invoice

Consolidated	Separate A/R Customer	Separate A/R Site
Customer Level Address	Customer Level Address	Site Level Mailing Address

 

Consolidated

Customer Level Address

 

Separate A/R Customer

Customer Level Address

 

Separate A/R Site

Site Level Mailing Address is used on the Invoice

 

Emailed Invoice

Consolidated	Separate A/R Customer	Separate A/R Site
Customer Level Address	Customer Level Address	Site Level Mailing Address

 

Consolidated

 

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.

 

Separate A/R Customer

 

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.

 

Separate A/R Site

 

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.

 

Aged Trial Balance

Consolidated	Separate A/R Customer	Separate A/R Site
One Line per Customer	One Line per Customer-Site	One Line per Customer-Site

 

Consolidated

One Line per Customer

 

Separate A/R Customer

One Line Per Customer-Site

• Subtotal by Customer

 

Separate A/R Site

One Line Per Customer-Site

• Subtotaled by Site

 

Related Topics

Customer Explorer: Customer Details

Account Inquiry Overview