Add a New Billing Contact

Billing contacts may be insurance adjusters, property managers, or anyone who might need communication relating to the invoice.

What is a Billing Contact?

A Billing Contact is someone other than the primary contact, and who may be involved in the payment process for the open invoice. A Billing Contact may be an insurance adjuster, attorney, landlord, etc.

Add a Billing Contact to Multiple Customers

1. Navigate to the Customers tab.

2. Select the Billing Contacts tab at the top of the screen.

3. Click the + Add Billing Contact button.

4. Assign this Billing Contact to a single customer or add more than one.




5. Type the details of the contact.

6. Once you are done, click Confirm.

 

Add a Billing Contact from the Customer Details Page

1. Open the Customer tab and search for your customer.

2. Click on their name to open the Customer Details page.

3. In the bottom right-hand side, you will see a section for Billing Contacts. Select the Plus icon.
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