Set Up Customers as Bill-To/Sold-To Customers

Use this procedure to set up customers as bill-to/sold-to customers.

To set up customers as bill-to/sold-to customers

Select Accounts Receivable Setup menu > Accounts Receivable Options.
Click the National tab and select the Enable Bill To Customer Reporting check box. For more information, see Accounts Receivable Options - Fields.
Select any additional options needed for national accounts.
To print the sold-to customer number on customer statements for the bill-to customer, select the Print Sold To Customer Number on Bill To Statements check box.
If your company is tracking sales history, select whether to track history by sold-to customers, bill-to customers, or both.

Note If your company is tracking sales history by both the bill-to and sold-to customers, sales information on the Customer Listing with Balances, Customer Sales Analysis, and Customer Sales History by Period reports will be overstated when printing the report for both bill-to customers and sold-to customers.

Click Accept.
Select Accounts Receivable Setup menu > Bill To Customer Maintenance.
In the Bill To Customer No. field, select the customer your company is setting up as a bill-to customer. For more information, see Bill To Customer Maintenance - Fields.
In the Sold To Customer No. field, select the sold-to customer your company is setting up as part of the bill-to customer.
Select any additional options needed for the sold-to customer.
Repeat steps 7 and 8 as necessary for other sold-to customers, and click Accept.

Customers are now set up as bill-to/sold-to customers.