Setup (General)

Changing the client billing contact from the primary contact

A client might request that you send their invoices and statements to a contact other than the designated primary contact. The alternate contact might be an additional contact associated with the client, or a completely separate contact.
To enter a different billing contact for a client, follow these steps.
  1. Choose Setup > Clients.
  2. Go to the Contact Info tab and then select
    Edit
    .
  3. Select the drop-down next to
    Billing Contact
     in the Contact Card list.
  4. Select a contact from the drop-down list. You can choose an additional contact for the client or any other contact from the All Contacts list.
The information for the selected billing contact will be used for all contact-related fields on your invoices and statements.

This article applies to:

  • Product: DT Practice