Maintain Send Bill To

This task is used to make set the Bill To Address to print on a Work Order or an Inspection for a Community, Management Company or Maintenance Company in the Export Entity List.  

How do you get here?

System Administration Accounting Setup Tab Export Information Setup Tasks Maintain Send Bill To

To Set the Send Bill To Address:

1. For a Community: Select either:

   • Management Office - If the Send Bill To Address hadn't been set previously, it will default to the Community's Management Company.

   • • Management Companies are added at the System Administration > Management Offices tab and

     • Assigned to a Community on the Community Detail > General tab.

   • Other Address - Manually enter a Send Bill To Address

   • Click Finished.

2. For a Management Company: Select either:

   • Management Office

   • • Management Companies are added at the System Administration > Management Offices tab and

   • Other Address - Manually enter a Send Bill To Address

   • Click Finished.

3. For a Maintenance Company: Select either:

   • Management Office

   • • Management Companies are added at the System Administration > Management Offices tab and

   • Other Address - Manually enter a Send Bill To Address

   • Click Finished.