Customer Billing Address and Billing Contact Edit Restrictions
A Customer may
only have one Billing type address specified.
They can have
multiple delivery addresses.
A delivery
address can be set as the billing address, but it will remove the ‘billing’
flag from the previously set billing address.
Two settings,
‘'Restrict Billing Addresses to only be edited from the customer admin screen’
and ‘'Restrict Billing Contacts to only be edited from the customer admin
screen’ control the ability to edit the customers Billing Contacts and Billing
Address outside of the Customer Details screen.
This helps
control who has access to update billing details on a customer by preventing
the billing details for a customer being inadvertently edited in freight
sessions.
Note: These settings can only be accessed by printIQ Support
When enabled,
these settings will restrict editing of billing contacts and addresses to the
Customer Details screen only.
The billing
address can still be selected as a delivery address, but any changes to the
billing address must be done through the Customer Details screen.
Any billing
contact can also be selected as a delivery contact, but their details cannot be
changed outside the Customer Details screen.
The Billing
Address and Billing Contacts can be ‘edited / updated’ via the Address Import and
Contact Import on the Bulk Customer Upload screen.
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