| Title: | .Accounts Receivable v2019.1 | |
|---|---|---|
| Owner: | Rob Alber | |
| Creator: | Rob Alber | Jan 25, 2019 |
| Last Changed by: | Frank Zerillo (Deactivated) | Apr 10, 2020 |
| Tiny Link: (useful for email) | https://pcr360.atlassian.net/wiki/x/zocQAQ | |
| Export As: | Word · PDF | |
Labels
Global Labels (2)
| Time | Editor | |
|---|---|---|
| Apr 10, 2020 22:35 | Frank Zerillo (Deactivated) | View Changes |
| Apr 10, 2020 22:34 | Frank Zerillo (Deactivated) | View Changes |
| Mar 20, 2020 21:58 | Frank Zerillo (Deactivated) | View Changes |
| Mar 20, 2020 21:55 | Frank Zerillo (Deactivated) | View Changes |
| Mar 20, 2020 21:53 | Frank Zerillo (Deactivated) | |
| 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." | ||
Outgoing Links
