Disable “Bill to” in Clients - Cleanup Tool

When importing data, you can use the Cleanup Tool options to make your work easier, optimize data and avoid errors.

To access the Cleanup Tool, click on the left menu under Tools > Cleanup Tool. 

When you select the option Disable “Bill to” in client, another window opens with the following message : "PNEUS MTL Please note, this action is irreversible and will modify the data on your system. Are you sure you want to proceed with the import? Please indicate the system ID to validate this action. The ID is visible in the About System window." Enter the ID and click the blue Send button.

If you select the Disable “Bill to” in Clients option, it simplifies documents, makes them clearer and presents only essential information. This option is present in the client's file. 

This improves clarity for clients, avoids misunderstandings, especially when payer and payee are the same. Clearer documents reduce internal errors, speed up the billing process and make it easier to read.