Siebel Sales User Guide > Quotes >

Adding Payment and Billing Information to a Quote

After completing the sales order, you enter payment and billing information. The customer may receive an order at an address that differs from the main address associated with either the account or the contact information. You can enter a billing different address for the order without changing the customer's permanent address information.

To add billing, payment, tax and terms information

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity with which the quote is associated, and then click the Quotes view tab.
  3. In the Quotes list, select the quote, and in the quote record, drill down on the hyperlink in the name field.
  4. Click the Payments view tab.
  5. In the Payments form, complete the necessary fields.

    6. The billing address is automatically populated based on the account information.

    For more information, see Siebel Order Management Guide.

To specify a different billing address

  1. Complete Step 1 through Step 4 in the procedure,To add billing, payment, tax and terms information.
  2. In the Payments form, click the select button in the Bill To Address field.
  3. In the Bill To Address dialog box, select a different address.

    4. Click New to add an address.

To add shipping information

  1. Complete Step 1 through Step 3 in the procedure, To add billing, payment, tax and terms information.
  2. Click the Fulfillment view tab.

    3. The shipping address is automatically populated based on the account information.

  3. Click the select button in the Ship to Address field.
  4. In the Ship To Address dialog box, select an address.

    5. Click New to add an address.

For more information, see Siebel Order Management Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003