Billing Address

Multiple billing addresses may be entered for each client.  This is to allow different addresses to be used on different matters/consolidations for the client, and also to send bill copies to multiple addresses when necessary.

To create a Client Billing Address, perform the following:

1. Open Juris>Tables>Clients. See Figure 1.0
   
   Figure 1.0
2. Click on the Billing Address icon. See Figure 2.0
   
   Figure 2.0
3. Open the Address  form by using any of the following options: 
• Click the New icon.
• Select Form > New from the toolbarThe toolbar is a row of icons that are typically listed at the top of the form. Icons for New, Save, Undo, and others are typically among the toolbar options..
• Use the keystroke shortcut Ctrl + N.
4. Enter the billing address details: See Figure 3.0
• Enter 1-99 alphanumericMay contain any letter, number or symbol on the keyboard. However, avoid the use of backslashes or quotes whenever possible. Address Nickname, which is REQUIRED.
• Select if the address is for an Individual or for a Corporation, if desired.  This is REQUIRED for certain third-party interfaces.
• Enter 1-18 alphanumeric Phone Number, if desired.
• Enter 1-18 alphanumeric Fax Number, if desired.
• Enter 1-99 alphanumeric Contact Name, if desired.
• Enter 1-50 alphanumeric Billing Name, if desired.
• Enter Address lines.  This field is REQUIRED.  Use Ctrl + Enter to enter multiple address lines.  Use Ctrl + Tab to insert a tab, if desired.
• Enter City (1-20), State Code (1-2) and Zip Code (1-9), if desired.  If using nine digit Zip Code, do not enter hyphen.
• Enter 1-20 alphanumeric Country, if desired.
• Enter an e-mail address, if desired. This information is REQUIRED if the E-mail Bills function is to be implemented for billing.
• Select the checkbox if this is a Primary Address, if desired.  This is REQUIRED for certain third-party interfaces, such as CompuLaw Vision.
  
  Figure 3.0
5. Spell check the form using any of the following options:
• Click the Spell Check icon.
• Select Form > Spelling from the toolbar.
• Use the keystroke shortcut F7.
6. Save the Address using any of the following options:
• Click the Save icon.
• Select Form > Save from the toolbar.
• Use the keystroke shortcut Ctrl + S.

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