Billing Information Section

 

The simplest way to create the section below is to use the combined bookmark called Billing Information, which is located under the Work Tickets Group.

 

Example of section:

 

A close-up of a person's face

Description automatically generated

 

 

The combined bookmark used:

 

Combined Bookmark Name

Description

Group

Billing Information

 

Complete block of data including all fields.

Work Tickets

 

The individual bookmarks that were used to create the combined bookmark:

 

Field

Bookmark

Group

Coordinator:

Transportation Coordinator

Order Information

Salesperson:

Salesperson

Order Information

Customer:

Customer Name

Customer Number

Order Information

National Account:

National Account Name

Order Information

National Account #:

National Account Number

Order Information

PO#:

Purchase Order Number

Order Information