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How To Set Different Bill-To and Ship-To Customers On A Proposal

How to set up a proposal with different billing and shipping customers

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

Start your proposal by selecting the correct Bill To Customer. If needed, you can search the entire E-Automate database instead of limiting to the Parent Accounts.

When setting your Ship To Locations, the default search will be for the related customers to the billing customer. However, you can use the "SEARCH ALL" button to search all customers in E-Automate.

With these two options, you can have any billing customer and any ship to customer.

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