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

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

 

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

  1. Select Accounts Receivable Setup menu > Accounts Receivable Options.

  2. Click the National tab and select the Enable Bill To Customer Reporting check box. For more information, see Accounts Receivable Options - Fields.

  3. Select any additional options needed for national accounts.

  4. 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.

  5. 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.

  1. Click Accept.

  2. Select Accounts Receivable Setup menu > Bill To Customer Maintenance.

  3. 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.

  4. In the Sold To Customer No. field, select the sold-to customer your company is setting up as part of the bill-to customer.

  5. Select any additional options needed for the sold-to customer.

  6. 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.