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Click on the desired tab when 
appears for information about that tab.
| Client | Setup | Rates | Billing | Statements | Custom Fields |
The Billing tab of the Change Client Options utility is used to specify which options you want to change for the selected clients. The Billing tab includes options found on the Billing Options and Billing Preferences tabs of the Client Information window.
Options found on the Billing tab of Change Client Options include:
Billing Status
Courtesy Discount
Change Discount Type to None after statement updated
Sales Tax
Finance Charge
Apply Payment to Finance Charge
Statement Delivery Options
Use a password to protect PDF statements when emailed
When each tab in the Change Client Options utility is first accessed, all options appear dimmed. The Select button at the bottom of the tab must be used in order to specify which option(s) you want changed. This button will display the Select Options to Change dialog box.
After selecting which options you want changed, the options will be available to change.
Caution: All selected options will be changed when OK is clicked. Make sure you select only the billing options you want changed.
Note: Although email templates are assigned to each Bill To record, changing the Email Template field or Delivery Method using the Change Client Options utility will change the field for all Bill To records associated with the selected client(s). If setting clients to receive statements via Email or Both, make sure all Bill To records for the affected clients have an email address selected before generating statements.
| See also: | Notes about the Change Client Options Utility |
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