Copy One-Time Charges
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Access this form using Maintain>Accounts Receivable>Billing Groups> |
Copy One-Time Charges or Activities>Accounts Receivable>Enter One-Time/Recurring Charges> Use this form to copy One-Time Charges from one Customer to another within the same Billing Group. Select an existing Billing Group ID and Customer ID to copy, and then select another Customer ID to copy the One-Time Charge into.
If One-Time Charges already exist for the Customer ID in the Copy To box, these charges are replaced by the One-Time Charges for the Customer ID chosen in the Copy From box.
Multicurrency Users
If the All Customers option is selected, the Copy To Customer ID column only displays customers whose currency matches the currency of the selected Copy From Customer ID.
Copy From Billing Group ID, Customer ID: Select an existing Billing Group ID and Customer ID from the drop-down list to copy.
Copy To
- Select Customer From: If "Billing Group" is selected, the Customer ID drop-down list displays all Active and Inactive customers assigned to that Billing Group. If "All Customers" is selected, the Customer ID drop-down list displays all Active and Inactive customers. If a customer is selected who does not belong to the current Billing Group, they are added to that Billing Group upon saving.
- Customer ID: Select a Customer ID from the drop-down list to copy the One-Time Charges to.