Copy Billing Items window
Use this window to copy from an existing customer code to a new customer code. If you choose to copy a customer code, the software will prompt for the customer from which to copy. Once confirmed, the software will copy all billing items from the customer code indicated to a new customer. Any billing items that already exist for the new customer remain unchanged.
Field |
Description |
|---|---|
From customer code |
Enter the customer code from which you want to copy billing items, or press Enter to leave blank and accept ALL standard billing items. If this field is left blank, Spectrum will skip the From job field and advance directly to the Billing item field. |
From job |
Enter a job number from which you want to copy billing items, or press Enter to not copy billing items from any job. |
Billing item |
Enter a billing item from which to copy, use the SuperSelect options, or press Enter to copy ALL billing items. |
Customer code |
Enter the customer code you want to copy information to, or accept the software default of Standard billing items. |
Job |
Enter the job you want to copy information to, or accept the software default of All contracts. |
