Adding a "Bill To" Address

How do I add a Bill To Address for a company or property?

Step 1:

• Locate the company or property you would like to add a billing address for by selecting the Search Feature from the Contacts screen.

Step 2:

• To search for a company or property select the correct drop down from the search screen.
• To search company name set the field to Company.
• To search for Property set the field to Property. You can search by any option listed in the drop-down.

Step 3:

• Start typing into the search box to locate the record.
• Records will populate as you start typing.
• Once the property or location is found double-click it to open the record.

Step 4:

• Once the record is open select the Edit icon in the right-hand menu

Step 5:

• Select the red link under the Bill To Address to enter the billing information

Step 6:

• Enter the billing information into the text box and select the edit button to save

Step 7:

• To exit out of edit mode select the Edit icon in the right-hand menu.
• The new billing information will be displayed.
• You can set the billing address at the company or property level.