Billing Tab

The Billing tab allows you to store billed party information and billing data.  Billed party information includes contact phone, fax, email, billing address, and billed party name.  Billing data includes invoice information, billing amount, billing date, payment date, and payment method.

The Bill Customer ID field allows you to enter a customer ID. If you are integrated with Eden's InForum Gold financial software, the F9 hotkey will be enabled. This hotkey allows you to select the customer ID from a pop-up list.

Note: The data in all fields on this tab will be carried over to any new Work Orders generated from this PM/Template.

See Also

PM Work Template

PM Header Data

WO (Work Order) Tab

Location Tab

Assets tab

Checklist Tab

Tasks and Resources Tab

Scheduling WOs (Work Orders) Tab

Grouped PMs

Related WOs

WO Custom Tab

Custom Tab(s)

Comments Tab

Toolkit

How to Create a PM

How to Edit a PM Schedule

How to Create a WO Template

PM Work Template Tutorial Movies