Bill To Customers

Bill to customers receive invoices. When you associate a customer with the bill to customer role, you establish default values and processing options that the system uses to generate invoices. For example, you can define attributes to generate consolidated invoices, require purchase order numbers, or bill freight charges at order entry or at shipment for each bill to customer. For bill to customers, you can:

• Assign roles for billing and accounts receivables specialists, collections, and credit analysis.

• Select whether to use Direct Invoicing and other billing options.

• Determine how to consolidate billing data.

• Select purchasing options such as whether to require a blanket PO.

• Choose interunit billing.

• Select payment options and payment terms.

• Select write-off options if using PeopleSoft Receivables.

Note:

When using Staffing Front Office or Pay/Bill Management, customers added with the Bill To role must also have the Sold To role. Similarly, customer bill-to addresses must also be marked as sold-to addresses.