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Is this guide for you?

It's for people who handle billing on accessions.


 

 




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Image ModifiedWhat we're going to do...

  1. Add an extra contact to an accession
  2. Change the bill party on the accession



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Adding an extra contact

  1. Go to the Accession Screen and click on the Contacts tab.

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2. Click on the Add Additional Client button and choose a client. This client will be added as a contact on this accession, which will enable us to select them as the bill party.

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Change the bill party

3. Now click the Edit Header button.

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4. Click the Bill radio button next to the newly added client.

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Now all charges for this accession will be assigned to the newly added client.


Note

This does not work for accessions that have had their charges invoiced.

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Setup & Admin Guides
Setup & Admin Guides
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