Same as Policy Information

Defines whether the Bill To Party information is maintained separately from the core company details, or if it should be updated with any changes.

When a client or distributor company is first designated as a bill to party, this option is checked by default and most of the company information is copied in.  All fields are then disabled, except for the Account Number field.

While this option is checked, the bill to party details will be updated to match the core company details each time a payment schedule is selected for that party within a policy transaction.  Selecting Designate as Bill To Party again on the core company screen will also update the information.

If unchecked, all fields can be edited manually and the details will not be changed by the system.  Note that changing details for the Bill To Party does not affect the core company information.

Name

Displays the company or individual name.

Code

Displays the code assigned to the company or individual.

Description

Enter a description for the bill to party.

Address Fields

These fields display the full address, including street Address, City, Country, State/Province, and Zip/Postal Code.

Phone

Displays the phone number of the company or contact.

Fax

Displays the fax number of the company or contact.

Email

Displays the e-mail address of the company or contact.

Account Number

This field defaults to the Code, but can be changed.  However, the Account Number must remain unique.

Active

Marks the billing profile as active and available for use.  If unchecked, the profile remains linked to any existing invoices, but cannot be used for new charges.

Created By

Identifies the date and time the billing profile was created, and the user who created it.

Last Modified By

Identifies the last date and time the billing profile was changed, and the user who made the changes.