Is this guide for you?
It's for people who handle billing on accessions.
What we're going to do...
- Add an extra contact to an accession
- Change the bill party on the accession
Adding an extra contact
- Go to the Accession Screen and click on the Contacts tab.
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.
Change the bill party
3. Now click the Edit Header button.
4. Click the Bill radio button next to the newly added client.
Now all charges for this accession will be assigned to the newly added client.
This does not work for accessions that have had their charges invoiced.