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. 

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.