Editing a Bill Unit

You can edit a bill unit, but you cannot delete it.

Note:

You can change a non-paying bill unit, such as that for a child bill unit, into a paying bill unit. However, you cannot change a paying bill unit into a non-paying bill unit.

To edit a bill unit:

1. On the account page, select Actions, Financial Setup, and then Bill Unit Setup.

   The Bill Units section of Financial Setup appears.

2. Click the edit icon on the bill unit.

3. (Optional) For Bill unit name, enter the new name.

4. (Optional) For Payment method, select a new value.

   If you selected a payment method that is new to the account, perform the following steps:

   1. Do one of the following:

      For Credit Card and Direct Debit, enter the account information.

      For Invoice, enter the invoice ID.

   2. Enter the contact information:

      For credit card or direct debit, enter the delivery address, or select Use name and billing address from primary contact.

      For invoices, select the delivery method, and enter the address (email or street). For the street address, you can select Use name and billing address from primary contact.

      Note:

      For email delivery invoices, a street address is also required.

5. (Optional) For Accounting type, select a new value.

6. (Optional) For Billing frequency, select a new value.

7. (Optional) To change the Billing day of month, select a new day.

8. Click Apply.