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Billing Customer Part B Import

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.

Customer Sheet

  • 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.

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Updated on August 19, 2019

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