Change Bill Source

This option allows you to change an account’s bill source. For example, you might change an account from weekly to monthly billing because he or she has turned 18. Because accounts are organized in the system by company and bill source, Change Bill Source will also move all payments, open items, and other records for the account to the new bill source.

Note: Before running this utility, be sure that there are no open billing runs for the current or new bill source.

To change the bill source for a account:

• Select Change Bill Source from the Account menu to display the Change Bill Source screen.

• Select Add and complete the following fields.

Field	Type	What to enter
COMPANY	setup	Enter the company to which this account belongs.
ACCOUNT	setup	Enter the account number.
CURRENT BILL SOURCE	display	The current bill source for this account is displayed.
NEW BILL SOURCE	setup	Enter the new bill source that will be assigned to this account.

• Select Accept to process the bill source change. You can then change another bill source or select Exit to exit to the main menu.