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Example: To create a new Billing Account

Press the 'New' button and the 'Edit Billing Account' screen is displayed

Enter a code or number for the  'Billing Account Id' (NOTE: If this is left blank a number will be automatically generated)

Enter a number for the 'Billing Account Limit' (eg 5000)

Leave the 'Account Currency UOM Id' as it is (NOTE: This should be the default currency for Company...)

Enter a description that can be used to identify the Billing Account (eg Joe Bloggs Builders Billing Account)

Leave the 'Contact Mech' field as it is (NOTE: This field cannot be filled in until either the 'Pay to Party Id' has been filled in or a party with the role of 'Bill To Customer' has been added under the 'Roles' sub menu

Enter the Billing Account start date in the 'From Date' field.  (NOTE: If left blank then this will default to the current date and time. NOTE TO CHECK: Can this date be in the future.....?)

Leave the 'Thru date' field blank

How do I update an existing Billing Account?

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