Costpoint Online Help

Using the Help Search

Address Info Tab

Use this tab to enter the billing and remittance address for this invoice.

You must update this tab before printing or posting the invoice.

Bill To

Use this group box to select the billing address for the invoice. The billing address defaults from the Manage Project Billing Information screen but can be modified here.

Field	Description
Address	Enter, or click to select, the code of the address to which you want to submit this invoice. This billing address must be valid for the customer being invoiced.
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 editable group box contains information about the remittance address. The initial default remittance address is taken from the Manage Project Billing Information screen.

Field	Description
Address	Select the remittance address to which you would like your customer to send payment. The remittance address must be a valid address from the Manage Remittance Addresses screen.
Line 1, Line 2, Line 3	Enter the street address on these lines.
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 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 project-specific bill number in this field, if applicable.

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Address Info Tab

Use this tab to enter the billing and remittance address for this invoice.

You must update this tab before printing or posting the invoice.

Bill To

Use this group box to select the billing address for the invoice. The billing address defaults from the Manage Project Billing Information screen but can be modified here.

Field	Description
Address	Enter, or click to select, the code of the address to which you want to submit this invoice. This billing address must be valid for the customer being invoiced.
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 editable group box contains information about the remittance address. The initial default remittance address is taken from the Manage Project Billing Information screen.

Field	Description
Address	Select the remittance address to which you would like your customer to send payment. The remittance address must be a valid address from the Manage Remittance Addresses screen.
Line 1, Line 2, Line 3	Enter the street address on these lines.
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 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 project-specific bill number in this field, if applicable.