Making an Account its own Bill-To Account

For the system to have an organization be the bill-to account for itself – for example, Smith Convention Center is the bill-to account for Smith Convention Center – a relationship must be added to the account. 

The system can automatically create the organization as a bill-to for itself by setting the Scope to “Mandatory” in the Relationship Types for Bill-To.  A contact can then be assigned to the Bill-To account.

To do this:

1. Navigate to the Account.
2. Open the Organizations Tab.
3. Click the drop-down arrow next to the Add button.
4. Select “Add An Existing Account (Child).”
5. The Add Relationship window opens.
6. In the Relationship field, enter the name of the account that you wish to designate the Bill-To Account.
7. In the “Is A” field select “Billing.”
8. A pop-up will appear, making sure you intend to make the account its own Bill-To account. Click Yes.