To change an existing Bill To record

  1. From the File menu, point to Data Entry and then select Client.
  2. Click the Client ID lookup button and select the desired client.
  3. Click Billing Preferences.
  4. Select the Bill To record you want to change in the Statement Delivery Options section.
  5. Click the Edit button to open the Bill To Record window.
  6. Edit the desired fields.
  7. Click OK to save.

Tip: If you want to change the Email Template or password for PDF statements for multiple clients, use the Change Client Options program.

Note: Changes to the address or email address that is displayed on the Address tab of the Client file will automatically be used in the Default Bill To record. For the Additional Bill To record, you can change the address selector or email address selector to use a different address on file for the Bill To contact. To change a Bill To contact's address or email address, click the hyperlink next to the Bill To Name field or open the Contact file to make these changes to the contact record.

Note: Changing the address selector or email address selector on the Address tab of the Client file to display different information will change where a statement is being sent because it also changes the information for the Default Bill To record.

See also:   Types of Client Billing Addresses