Articles
Bill Contact Delete
To delete an existing Billing Contact from the Active Pane, highlight a Bill Contact Name, right-click then select the option Delete . Important Note: Deleting a Contact record is permanent - and the User will not receive a confirmat...
Bill Contact Edit
To make changes to an existing Billing Contact from the Active Pane, highlight a Bill Contact Name, right-click then select the option Edit . The Contact record will open; make the necessary changes then click on the Save button. If the User...
Bill Contacts Overview
A Bill Contact is a person your company would contact to discuss billing issues. Each Customer record may have an unlimited number of Bill Contacts. Note: If there are no existing Bill Contacts listed in the Active Pane, the first Bill Cont...
Email Bill Contact
To send an email to a Billing Contact from the Active Pane, highlight a Bill Contact Name, right-click then select the option Email Bill Contact . The User's default email editor will open a new Email message form addressed to the email address...
New Bill Contacts
To Create a new Billing Contact from the Active Pane, highlight a Bill Contact Name in the Active Pane, right-click then select the option New Bill Contact . If the User does not have the appropriate permissions, this option will not be availabl...