You can choose existing contact information or create a new billing contact from the Add/Modify Plans form by following the steps below.
You can choose existing contact information or create a new billing contact from the Add/Modify Plans form by following the steps below.
Getting Here: Select an opportunity or quote > click Add/Modify Plans > Payment Method
A new window displays with all records to chose from or the option to create a new record.
A Billing Contact form displays.
This contact information will be used as the billing address for the opportunity or quote.
Getting Here: Click Accounts > choose an account
The Contact page displays.
Note: For Person accounts. the Billing Contact, Account Contact, Account Name, and Consumer Account fields all default to the account holder's information
A pencil symbol displays.