Billing Entities
Billing Entities are used to provide alternate billing information that a customer may use other than customer’s site address, such as a post office box or some other billing address. In addition, some work may be done at a location for someone other than the site owner, say a contractor / subcontractor.
When sending proposals and invoices, if the specific site has an alternate billing entity, the user will be provided a drop-down selection list for which the specific site has an alternate billing entity.
Fields available for each billing entity:
- Name: Profit Center Name to be shown on proposal / invoice.
- Address: Two (2) lines are provided for an address.
- City: City address to be shown on proposal / invoice.
- State: State address to be shown on proposal / invoice.
- Zipcode: Zipcode address to be shown on proposal / invoice.
- Sites: Sites associated with the billing entity for proposals / invoices.
- Contacts: Contacts associated with the billing entity for proposals / invoices.