1. Customers, Suppliers and Vendors can be set up as locations of a Head Office. This links them and they are listed together in the contact lists.
Pallet Connect allows billing to be directed to either the individual locations, or to the Head office.
This article explains how to set up billing for the Head Office.
2. Navigate to the contact management page from the Main Menu, e.g. "Manage Customers".
The contact must already be linked to a Head Office. If linked, the location will show the Head office as part of the name.
3. Click on the selected location from the list .
TIP! Use the global search, located at the top right of each page, to find the location by name. This will bypass Step 2.
4. Click "Edit Contact" from the contact dashboard
5. If the location is billed directly to the location, the"Invoice Details" tab will be visible in the contact profile.
6. In the General tab, toggle on the "Invoice to Head Office" button.
7. Notice the "Invoice Details" tab is no longer visible.
8. Click "Save" to complete any changes.
Any billing will now be directed to the Head Office. The billing address will show as the Head Office on documents.
