Bill To & Additional Bill‑To Parties

Bill To & Additional Bill‑To Parties

Summary: Set billing customer and add extra bill‑to parties; search with % wildcard.

Quick answer

Use the code box or Update button to find a customer; add additional bill‑to parties when needed.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Bill To tab; select or search the billing customer.
    media/bill-to-and-additional-bill-to-01.png

    [Insert screenshot for Step 1]

  2. Use % wildcards for fuzzy search; right‑click code → Pick This One.
    media/bill-to-and-additional-bill-to-02.png

    [Insert screenshot for Step 2]

  3. Click Additional Bill To to add/remove extra bill‑to parties.
    media/bill-to-and-additional-bill-to-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Invoice uses the selected bill‑to; additional parties are available where configured.

Troubleshooting

If bill‑to doesn’t appear, verify the customer is not closed and check search filters.

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