General Information

The General Information page lists the Bill to Party details such as address and contact details.

If the Same as Policy Information box is checked, the fields are copied from the policy details and cannot be edited. Unchecking the Same as Policy Information box will allow the details to be changed, but will prevent the system from updating the Bill To Party if changes are made to the core company details.

The panels and fields are described below. Fields marked with a red asterisk * are required.

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 made within the Policy module.
	When a 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.
	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 in the Policy module.
Name	Displays the company or individual name.
Code	Displays the code assigned to the company or individual.
Description	When Same as Policy Information is unchecked, a description can be entered 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.
Account Number	This field defaults to the Code, but can be changed. However, the Account Number must remain unique.

First Name	Displays the first name of the contact.
Last Name	Displays the last name of the contact.
Email	Displays the email address of the contact.

The Banking Information panel can be used to collect company banking information. This data is displayed in the Invoices Report, making it available for use in external systems.

Banking Info Same As Policy	Defines whether the bill to party banking information is maintained separately from the core company details, or if it should be updated with any changes made within the Policy module.
	When a company is first designated as a bill to party, this option is checked by default and most of the company information is copied in.
	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.
Enable Electronic Funds Transfer	Check this box to make the banking information available in the Invoices Report.
Account Type	This field is displayed when the Enable Electronic Funds Transfer checkbox is selected, and displays whether the banking account is designated as a checking or savings account.
Account Number	This field is displayed when the Enable Electronic Funds Transfer checkbox is selected, and displays the banking account number.
ABA Routing Number	This field is displayed when the Enable Electronic Funds Transfer checkbox is selected, and displays the nine-digit ABA routing transit number.

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.

Click Save to save any changes and remain on the page, or click Close to return to the Bill To Parties list without saving any changes.