Adding the Bill Routing Information for an Account

Prerequisites

To add the bill routing information for an account, you should have:

  • Bill formats, address sources, and bill route types defined in the application

Procedure

To add the bill routing information for an account:

  1. Ensure that Bill Routing Information section is expanded in the Persons page when you are adding or editing the account of a person.

    The Bill Routing Information section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Receives Copy of Bill Used to indicate whether you want the person to receive a copy of the account's bill.
    Note: By default, the Receives Copy of Bill check box is selected if the person is the main customer of the account.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
    Bill Format Used to indicate the format in which you want the person to receive the account's bill. The valid values are:

    • Detailed

    • Summary

    Note: By default, this field is disabled. It is enabled only when the Receives Copy of Bill check box is selected.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
    Address Source Used to indicate the address where you want to mail the account's bill. The valid values are:

    • Account Override

    • Main

    • Multiple Account Override

    • Person

    Note: If you select the Address Source as Account Override, the Account Override Address section appears in the Persons page where you can add the account override address of the person.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
    Number of Bill Copies Used to specify the number of copies of the account's bill you want the person to receive.
    Note: By default, this field is disabled. It is enabled when the Receives Copy of Bill check box is selected.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
    Bill Route Type Used to indicate how the account's bill is sent to the person.
    Note: By default, this field is disabled. It is enabled when the Receives Copy of Bill check box is selected.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
    Receives Notification Used to indicate whether you want the person to receive notifications about the account's bill.
    Note: By default, the Receives Notification check box is selected if the person is the main customer of the account.
    		 Yes (Conditional)
    Note: This field is required while adding the bill routing information for an account.
  2. Enter the required details in the Bill Routing Information section.
  3. If you want to add more than one bill routing information for the account, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a bill routing information from the account, click the Delete (The Delete Icon) icon.
  4. Click Validate and Save.
    The bill routing information is added for the account.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to add an account for a person Adding an Account for a Person
How to edit the account details of a person Editing the Account Details of a Person
How to associate a person to an account Associating a Person to an Account