Deleting a Bill To Record

 

   To delete 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 delete in the Statement Delivery Options section.
5. Click the Edit button to open the Bill To Record window.
6. Click the Delete button.
7. Click Yes to confirm that you want to delete the Bill To record.

Note: The Default Bill To record cannot be deleted. Instead, clear the Mail Statement and Email Statement check boxes in the Bill To Record window to prevent statements from being produced for the Default Bill To record.