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How To Set-Up Direct Bill

Bill customers monthly (weekly, yearly, etc.)

Jeanette Diaz avatar
Written by Jeanette Diaz
Updated over 2 years ago

To set-up a Direct Bill customer follow these steps:

From Company Data > Customer List or Accounting > Receivables > Direct Bill

Customer List (image below): Only available for users with this permission


                                 

If you wish to remove a customer from the Direct Bill list, go to Accounting > Receivable > Direct Bill and use the trash icon. If you only wish to edit the details of an existing DB profile, select the pencil icon, and then save your changes.


If you need further assistance for Direct Bill setup, please contact support

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