Delete bill-to

Toolbar: image\tbdelbt.jpg

 

Use the 'Delete bill-to' transaction to remove the billing address from a two-party subscription. When you complete this transaction, you've changed the subscription into a single subscription. You can use this transaction to reverse the effects of an 'Add bill-to' transaction.

You don't need to use this transaction if you're renewing the subscription. Whenever you renew a two-party subscription, you will be given an opportunity to delete the bill-to.

You can't use this transaction to remove the billing address from a group subscription. That's because you can't have—by definition—a group subscription without a billing address.

To delete a bill-to address, you must first lookup the subscription from which you would like to delete the bill-to. (Click here for details on the lookup procedure.) Once you are on the "Subscription and prospect record" lookup screen, select 'Delete bill-to' under 'Two-party' under 'Transactions' on the main menu.

The screen that appears contains the existing bill-to address and the ship-to address, as well as a message asking: "Delete this bill-to address?" If you choose "Yes," QuickFill changes the two-party subscription to a single subscription. Any future bills go to the ship-to address. If the bill-to address is not linked to any other subscriptions, QuickFill deletes its customer record. If you choose "No," QuickFill returns you to the previous screen.

 

Since the 'Delete bill-to' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.

 

Error messages

The subscription you chose was either a single or a group subscription. This transaction works only for two-party subscriptions.

You usually don't want to delete a bill-to address from a subscription that is expired or canceled. If this is what you intended to do, click on "Yes," otherwise click on "No."