If you want to bill a customer you will need some additional information.
Please add the data from the minimum/equipment customer info sheet into BillingCustomerInfo.xlsc and provide the customer Tax zone as explained here and any following fields that apply.
- Current Balance: Defaults to 0
- Invoice Preference: Email, Print, Both or None
- Determines what kind of invoices Powercode sends to primary contact. Paper Powercode invoices can be printed with a report or automatically mailed with the MailxStream integration
- Tax Zone: Tax zones tell powercode what taxes are assessed where this customer lives. Contact us if you have any trouble.
- GuarantorID: If another customer pays the bills for this customer, their customer ID belongs here.