Displaying the list of bill-tos for a company
Adding or editing a bill-to from the Bill-to tab
Setting the bill-to ID, name, and address
Setting tax information for the bill-to
Assigning payment methods to a bill-to
The Bill-to tab of the Company Maintenance page contains a list of the billing addresses for the company.
When placing an order, the user must select the specific billing address for the sold-to company.
On the Bill-to tab, to add a bill-to, click Add a bill-to.
To edit a bill-to, click the Edit link for the bill-to you want to edit.
The Bill-to Maintenance form displays.
| Bill-to ID | In the Bill-to ID field, type the identifier assigned to the bill-to by the publisher. |
| Bill-to name | Required. In the Bill-to name field, type the name of the bill-to. |
| Status | From the Status dropdown, select the current status of the bill-to.
Inactive bill-tos cannot be billed. |
| Address fields | Use these fields to specify the bill-to's mailing address. |
| Tax status | From the Tax status dropdown, select the tax status of the bill-to. The tax status tells the system whether to run estimated tax calculations on orders.
If the tax status is Taxable, then tax is charged on orders. If the tax status is Tax Exempt, then tax is not charged on orders. Note: Poetic does not capture tax exemption or tax ID numbers. |
| Tax status validated | If the bill-to's tax status has been verified by documentation, check the Tax status validated check box. |
| VAT # | In the VAT # field, type the value added tax number for the company. |
Each bill-to can be assigned payment methods that the bill-to can use for orders. The payment methods to select from are determined by the payment methods allowed for that company type.
Check the check box next to payment methods that is allowed for this bill-to.
From the Default payment method dropdown, select the default payment method for the bill-to. The default method must be one of those allowed for the bill-to.
If purchase order is one of the allowed payment methods, then from the Terms dropdown, select the terms to use for purchase orders.
If the bill-to cannot use purchase orders, then leave the Terms dropdown blank.