| Title: | .Accounts Receivable v2018.1 | |
|---|---|---|
| Owner: | Jeremiah Sokolowski | |
| Creator: | Jeremiah Sokolowski | Nov 19, 2018 |
| Last Changed by: | Frank Zerillo | Apr 10, 2020 |
| Tiny Link: (useful for email) | https://pcr360.atlassian.net/wiki/x/KIQQAQ | |
| Export As: | Word · PDF | |
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Only David Engblom can edit this page.
(set by Karis Hathaway at Oct 30, 2020 21:00)
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Only Karis Hathaway can edit this page.
(set by Karis Hathaway at Oct 30, 2020 21:00)
| Time | Editor | |
|---|---|---|
| Apr 10, 2020 22:37 | Frank Zerillo | View Changes |
| Apr 10, 2020 22:34 | Frank Zerillo | View Changes |
| added "The Primary Contact is also used as the "Bill to" person on Invoices (although the address is actually the Billing address on the GLA). " to the Set a primary contact section. | ||
| Mar 23, 2020 19:14 | Frank Zerillo | View Changes |
| made changes based on Jeremiah's comments. Made required red, linked "Service Fees" to the GLA Account Management" page. | ||
| Mar 20, 2020 21:57 | Frank Zerillo | View Changes |
| Mar 20, 2020 21:51 | Frank Zerillo | |
| Added section "Set a Primary Contact The Primary Contact is the person responsible for a given GLA and is required on GLAs. If the GLA is created without a Primary Contact, then when a Payment is created, the resulting Charge will not have an owner and cannot be billed. Primary Contacts are also required for Service Fees. Setting this will route Billing to that Contact as well as aid in quick identification of the primary point of contact. Simply select the Contact that should be Primary and click theSet as Primarybutton. The Contact will now be set as 'Primary'. Note: There can only be one Primary Contact on any given record". | ||
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