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.
Select Change Bill Source from the Account menu to display the Change Bill Source screen.
Select Add and complete the following fields.
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.