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SuiteBilling | Create Billing Account from Customer > Preferred Billing Account Form Not Used

edited May 25, 2022 8:42PM in Accounting / ERP

There are instances wherein when creating Billing Account from Lists > Relationships > Billing Accounts > New, the form used is the Preferred Billing Account Form.

However, when creating a Billing Account from Customer Record > Billing Accounts tab > New, the form used is the Native Billing Account Form.

To resolve, kindly follow the steps below:

  1. Navigate to Customization > Forms > Entry Forms
  2. Edit the Preferred Billing Account Form
  3. Mark the USE FOR POP-UPS checkbox
  4. Click Save

I hope this helps! ?

Dominica Sevilla - Oracle | OTC / P2P / SCM Guru

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