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Invoicing to a Contact

It is possible to invoice a client's contact instead of a client. This can be used when a client is a minor or disabled, or in other instances when the contact is taking the responsibility of paying for the client's services. 

In this article:

Creating A Contact Profile

While full instructions can be found here, below is a summary of how this can be done:

  • Option 1: Navigate to People > Add and create a contact profile.
  • Option 2: Navigate to Client Profile > Contacts and click on Add New Contact > Create New Profile.

Assigning A Contact To Pay A Client’s Invoice

  • Once the contact has been added to the client profile, navigate to Client Profile > Billing > Billing Setup and select the Contact in the Bill To field.
    Save the changes.
    This will make client invoices payable to the contact by default. 
  • If the contact pays for one invoice only, open that invoice's Edit Page and change the Payable By to the Contact name.
    Save the changes

Viewing Contact Invoices

  • You need to open a full Contact Profile by either
    - searching it via People > Contacts or via the main Search bar or
    - by going to Client Profile > Contacts, clicking on the Contact Name, and then the View Full Contact Profile button at the bottom left. 

  • Once there, go to Billing > Invoices to view and access the list of all client invoices billed to this contact.

Recording A Contact Payment

  • An individual invoice for an appointment can be paid directly from the main calendar screen. Simply click on the appointment and select the relevant Payment Method, save changes. 
  • If the contact wants to pay for multiple invoices with one payment,
    - navigate to the Sales menu > New Payment and search for the contact name.
    - The Contact Profile > Billing > Payments page will open.
    - Add the payment amount and method,
    - tick the invoices that need to be paid, and save. 


If the Contact intends to pay using a credit card and allows saving the card details for future use, you need to save the credit card details in Contact Profile > Billing > Billing Setup > Add Credit Card. This feature is available in you have an active Stripe account that is integrated with your Power Diary account. 

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