9.2 Updating the Bill To Information for a Customer

Purpose:  Use this document as a reference for updating the Bill To Information for a customer in ctcLink.

Audience:  Accounts Receivable

You must have at least one of these local college managed security roles:

  • ZC AR Customer Maintenance

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Updating the Bill To Information for a Customer

Navigation:   NavBar > Navigator > Customers > Customer Information > General Information

  1. The General Information search page displays.
  2. Enter SetID.
  3. Enter Customer ID.
  4. Select Search.
General Information search page
  1. The General Info tab displays.
  2. Select the Bill To Options tab.
General Info Tab
  1. The Bill To Options tab displays.
  2. Select the Add a New Row [+] icon.
  3. Enter Effective Date.
  4. Enter Freight Bill Type.
  5. Enter Billing Cycle Identifier.
  6. Enter Invoice Form.
  7. Enter Bill By Identifier.
  8. Enter AR Distribution Code.
  9. Enter Payment Terms ID.
  10. Enter Discount Grace Days.
  11. Enter Due Grace Days.
  12. Enter Method to will specify the Payment Predictor method to use when the system applies payments from the customer.
  13. Select Save.
Bill To Options tab
  1. Process complete.


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