If a Standard Customer has more than one Bill To and multiple Sites, you have the option to set up different default Bill To’s for Service Tickets per Site.
You will need to confirm that “Primary Service” is not selected within any of the Active Bill To’s on the Account.
Only One Bill To Address can be selected for “Primary Service” at a time but is not required.
Customer Account - Bill To
Go to the Customer Account and right click on the Primary Bill To, which will be the first Bill To Address listed, and select Edit Billing Information.
If the “Primary Service” box is selected, uncheck the box and Save.
By unchecking that box this will allow different Bill To’s to be set as the default for Service Tickets.
If the “Primary Service” box is not selected on the Primary Billing Address, then open each of the remaining Active Bill To’s to confirm that box is not selected.
Customer Site(s)
Right-click on the Site and select Edit Site.
In the top right corner, is the current Bill To selected for that Site. Since, the “Primary Service” box is no longer selected within the Active Bill To’s, this is the Address the Service Tickets will default to when Invoiced.
If that Bill To needs to be changed, then click on the Box by the Bill To and select the correct one and Save.
Service Ticket
Now when a Service Ticket is created for that specific Site, the Bill To will default to the Address selected.
