Select Credit Plan Number/Select Billing Code

Use the Select Credit Plan Number screen to select a customer's credit plan number for general invoicing purposes.

Use the Select Billing Code screen to select a billing code for general invoicing purposes.

The fields on the Select Credit Plan Number screen are:

Field	Description
Credit Plan Number	Select a credit plan number to use to represent the customer's credit plan. The credit plan number indicates that the customer is set up to pay for the invoice with a credit plan.
Description	A brief description outlining the credit plan.

The fields on the Select Billing Code screen are:

Field	Description
Billing Code Number	Select a billing code number to use to represent the billing code. The billing code organizes the invoice into billing categories.
Description	A brief description outlining the billing code.

Click the Add a credit plan number link to create a new credit plan number.

Click the Add a Billing Code link to create a new billing code number.

Click Close to complete your work on the Select Credit Plan Number/Select Billing Code screens.

Security: 802 - Equipment Invoicing, 823 - Parts Invoicing

Revision: 2025.11