Updating Bill-To Contact on Billing Schedule
- Andrea Jaroslawski |
- 11 steps |
- 26 seconds
1
- On the Project Record, click [[Financials]] tab
2
- Click [[Contract / Billing]] subtab
3
- Next to the [[Billing Schedule]] name, click [[...]]
4
- Under Actions, hover over [[Billing Schedule]]
- Click [[Change]]
5
- Click [[OK]]
6
- Click [[Edit Schedule Header]]
7
- In the [[Bill-To Contact]] field, click [[Bill-To Contact]]
8
- Select contact(s)
9
- Click [[OK]]
10
- Click [[Submit]]
11
- Click [[OK]]
