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Create a BillTo - ShipTo Customer report in CertCapture

This article applies to:CertCapture

Generate a report showing the billing and shipping relationships between your customers and their subsidiaries, job sites, or other locations.

Steps

  1. In CertCapture, go to Reports > Customer Reports.
  2. Select BillTo - ShipTo Customer from the drop-down menu below Customer Reports.
  3. Optional: Enter a specific Bill To customer number, or select specific Bill To or Ship To regions.
    If you don't enter specific customer criteria, the report will return the billing and shipping relationships for all of your customers.
  4. Select Run Report.

Review the results in CertCapture, export the results to a spreadsheet, or email the report to yourself on a schedule.

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