Billing Contact lets you designate specific client contacts to automatically receive invoices, reminders, and late fee notices.
Setting a billing contact means invoices are routed to the right person — like an AP contact or bookkeeper — instead of every contact on the client record, so you spend less time manually adjusting recipients and clients get paid faster.
Table of Contents
Set a Default Billing Contact
Navigate to a client record.
In the Home tab, scroll down to the Contacts section.
Click the three-dot icon, then select Edit Contact Descriptions.
Check the Billing Contact checkbox next to each contact you want to set as a default recipient.
Click Save Client.
If a contact is later removed from the client record or uninvited from the portal, they'll stop receiving reminders and late fee notices for invoices where they were set as a recipient.
Confirm or Adjust Billing Contacts on an Invoice
Click the Global Plus icon.
Select Invoice, then choose an invoice type (single invoice, recurring, or retainer).
Choose a client or client group.
The Send Invoice Email To dropdown automatically selects the default billing contact(s) for that client.
To remove a contact for this invoice only (without changing their default status):
Click the Send Invoice Email To dropdown.
Click the checkbox next to a contact to deselect them.
The Send Invoice Email To dropdown is required to send an invoice, but not required to save, download, or print one.
Edit Default Billing Contacts From an Invoice
Click the Send Invoice Email To dropdown.
Click Edit Billing Contacts.
Click the toggle next to a contact to add or remove them as a default billing contact.
Click Save.
This updates the client's default billing contact(s) going forward — it isn't limited to the invoice you're currently working on.
Summary
Billing Contact lets you set default recipients for invoices, reminders, and late fee notices right from the client record or an invoice. From there, you can adjust recipients for a single invoice or update the default for all future invoices.
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