Adding Orders to a Billing Group

Full Billing Group and Partial Billing User Guide

Click the Insert button .

Add New Order

Select this to open the screen to add a new customer order.

Add New Order, Carry forward Customer information 

Select to carry forward Ship-To (Name, Address #1, Address #2, City, State, Zip, County), Sold-To (Name, Address #1, Address #2, City, State, Zip, County), Telephone #1, Telephone #2, Job Number, Customer Type, Salesman #1 and Salesman #2.

Select Existing Order

Select to search either by order number or customer name for an order. 

Click the Select button , to add the order to the billing group.

Orders which are already part of a billing group have the billing group symbol to the left of the order number and may not be added to another billing group.