Billing Account Information Screen Fields

Billing Account Information Screen

Buttons and Links

Security

 

Name

Required
Optional
Conditional

Edits/Business Rules

Billing Account Information section

Customer Account Number

Link

Customer account number used for viewing or editing.

Customer Name

Link

Populated by user login or entered by Receiver. Can be updated by applicant, co-applicant, and engineering firm until Submit. Can be updated by Receiver until reviewers are assigned. No access by Reviewers after review is completed.

Billing Address Line 1

R

First line of billing street address.

Billing Address Line 2

R

Second line of Billing address.

System Type

R

 

Billing City

R

Billing city.

Billing State

R

Billing state.

Billing Zip Code

R

Billing Zip code.

Billing Contact Information section

Contact ID

R

Sequential numbering if more than one contact.

Contact Name

Link

Name of customer contact. Link accesses the contact for viewing or updating.

Contact Phone Number

R

Contact telephone number, with area code.

Contact Mobile Number

R

Contact mobile telephone number and area code, if applicable.

Contact Email Address

R

Contact email address.

Primary

R

Identifies contact as primary by displaying 'Yes.'

Billing Notes section

Note

D

The note contents.

Date Posted

Link

Date the note was created.