Setting Up a Billing Company

To set up a company for receiving billing information:

1. Go to Customers > Bill to.
2. At the top right of the Bill to list, click the add icon.
3. In the New Billing Address form, specify the following data:
4. General: Enter the information provided by the client. The Name field is required.
5. ACH Payments: Enter the information for the ACH account provided by the client. In the ACH Notifications Email field, enter the email to which the ACH Payment confirmation is sent.
6. Preferred Send Method: Select and specify the value of the preferred method for documents sending: E-mail, Postal mail or Fax.
4. At the bottom of the form, click Save.