Bill To Address Search

Overview

This article explains how to look up customers by their Bill to Address using two different methods. Use Method 1 when searching for a specific customer, and Method 2 when you need a broader view of multiple accounts with separate bill to addresses.

Method 1: Customer List Search

Use this method to search for a specific customer by their billing address.

1. Open the Customer List screen and choose the Searches icon.
2. Select the Name/Address option.
3. Type the bill to address in the Street Address 1 field.
4. Ensure the "Search Site/Bill To Info" box is checked.
5. Click OK to search for the customer's bill to address.

Method 2: Management Reports

Use this method when you need to search on a broader level — for example, when inquiring on multiple accounts that have separate bill to addresses. This option allows you to search for all customers with a bill to address, or filter results by open or closed status.

Steps

1. Click the Reports icon near the top left of your screen.
2. Under Management Reports, click the Bill to Address report.
3. Choosewhich customers you want to include in the results:
   • All — all customers with a different Bill to Address
   • Open — only customers with an Open status
   • Closed — only customers with a Closed status
4. View the report.

Understanding the Report

The report distinguishes between the two addresses by separating them into two columns, making it easy to see at a glance which customers have different billing and site addresses.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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