Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Addresses Tab

Use this tab to review and modify the bill address and remit to address that appear on the bill.

Bill Address

This group box displays information on the customer's address where the bill is received. The address selected on the Manage Customers screen is displayed in the Address field.

is available, but only addresses that have been entered on the Manage Customers screen with a Bill Code of D (Default) or Y (Yes) are available for selection. You can modify any of the address fields.

Field Description
Address

The address selected on the Manage Customers screen is displayed in the Address field.

is available, but only addresses that have been entered on the Manage Customers screen with a Bill Code of D (Default) or Y (Yes) are available for selection.

Line 1, Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the city information is automatically brought into the screen, but you can modify it.  However, modifications do not affect the default information located on the Manage Postal Codes screen.

State/Province

Enter, or click to select, the state/province in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the state/province information is automatically brought into the screen, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Country

Enter, or click to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the country information is automatically brought into the screen, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Postal Code

Enter, or click to select, the postal code for this address. Note that the postal code brings in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, Costpoint stores the city, state/province, and country code in its table. From then on, if you enter the postal code first, it brings in the other information, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Remit To

This group box displays the remittance address information that is printed on the invoice. The remittance address is the address where the customer should send the payment. The Address field displays the address specified on the Manage Project Billing Information screen. Any addresses referenced here must have already been entered on the Manage Remittance Addresses screen.

is available for selecting a valid remittance address.

Field Description
Address

Enter, or click to select, a valid address code from the Remittance Address table.

Line 1,Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field.  If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the city information is automatically brought into the screen, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

State/Province

Enter or use to select, the state/province in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the state/province information is automatically brought into the screen, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Country

Enter, or click to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in Costpoint, the country information is automatically brought into the screen, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Postal Code

Enter, or click to select, the postal code for this address. Note that the postal code brings in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, Costpoint stores the city, state/province, and country code in its table. From then on, if you enter the postal code first, it brings in the other information, but you can modify it. However, modifications do not affect the default information located on the Manage Postal Codes screen.

Bill Number

Enter the bill number. Because this bill is manually entered, this number is not validated for possible duplications against existing bills. To print this bill number on the invoice, select the Bill Number check box on the Report Options tab.