Bill to Address to come from the Project or Contract

TechKnowledge Content

Question:
I would like the Bill to Address to come from my Project (or Contract) rather than the customer. Is it possible to do this?

Answer:
Yes. You will need to use the Cycle Biller feature to pull the Bill to Address from the Project or Contract.

1.

In Cycle Biller you have the option to create invoices per project, contract or customer.

2.

If you create one invoice per project then you have the option to pull the Bill To Address from the Project, Contract or Customer:

• Project: navigate to Cards-Project-Project-select the project-then click on Billing Settings, the Tax Address ID in this window will be the address that is used in Billing Entry.
• Contract: Navigate to Cards-Project-Contract-select the contract-then click on Contract Settings, the Tax Address ID in this window will be the address that is used in Billing Entry.
• Customer: Navigate to Cards-Sales-Customer-select the customer, the Bill To Address in this window will be used in Billing Entry.

3.

If you create one invoice per contract you have the option to pull the Bill To Address from the Contract or Customer:

• Contract: Navigate to Cards-Project-Contract-select the contract-then click on Contract Settings, the Tax Address ID in this window will be the address that is used in Billing Entry.
• Customer: Navigate to Cards-Sales-Customer-select the customer, the Bill To Address in this window will be used in Billing Entry.

4.

If you create one invoice per customer the Bill To Address in Billing entry will come from the Bill To address on the Customer Card and the option in Cycle Biller will be grayed out.

• Customer: Navigate to Cards-Sales-Customer-select the customer, the Bill To Address in this window will be used in Billing Entry


Note If you do a manual billing entry (Transactions-Project-Billing-Billing Entry) the Bill To address in this window will always come from the Customer as described in step 4.

This article was TechKnowledge Document ID: 26233

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