Adding/Deleting Billing Information

Adding a Global Billing Information

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Settings. Click Billing Report Setup then Billing Information.
  3. Within the Actions pane, click the Add New Billing Global Info link
  4. The Bill Setup window opens. Complete the following information:
    • Contact* – type-in the bill contact name.
    • Street* – type-in the street address.
    • City* – type-in the city name.
    • State Province – type-in the province name.
    • Zip Postal – type-in the zip code.
    • Country Region – type in the country or the region.
    • Contact Number – type in your contact telephone number.
    • Web Site – type in the web site.
    • Bill Icon – type-in the icon description.
    • Bill Notice Title – type-in the notice title.
    • Certify Notice Text – certify the notice text to validate.
  1. Within the Actions ribbon group, click Save (to save and stay), click Save & New (to save and open a new record), or click Save & Close (to save and exit).

Deleting Global Billing Information

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to System Settings. Click Billing Report Setup then Billing Information.
  3. The Bill Setup list opens to the right. Within the list, highlight the contact to delete. There are two ways to delete a contact:
    • Within the tool bar directly above the Navigation pane, click the red
    • Double click the contact within the list. The Bill Setup window opens. Within the Actions ribbon group, click the Delete
  1. Once you click Delete, a message box appears verifying you really want to delete the bill setup. Click Yes within the box to continue or No to cancel the operation.