Bill Contacts

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...

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...

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...

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...

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...