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Billing

Invoice and statement addresses

It is possible for invoices and statements to populate addresses, email addresses, and phone numbers from different areas in Onvio.

Firm Address

  • Invoice
    : Displays the address of the office assigned to the staff creating the bill. If no office is selected, the invoice will use the primary firm address from
    Setup
    Firm Settings
    Firm details
    .
  • Statement
    : Displays the address of the office assigned to the client in
    Setup
    Clients
    . If no office is selected, the statement will list the primary firm address from
    Setup
    Firm Settings
    Firm details
    .
note
If the office is selected at the client level, then it also prints the firm address tied to the office selected. If staff is assigned to an office after an invoice is billed, then you would have to delete the invoice and re-add the bill to pick up the correct firm address.

Client address

The client address from
Setup
Clients
 will be displayed on both the invoice and statement for the client. If the client has a billing contact on the
Relationships
 tab, the client's name will be listed on the invoice and statement, but the billing contact's address will be listed on the client's invoice and statement.

Phone number, email address, and website

  • Invoice
    : Displays the primary phone number, email address, and URL website from the office assigned to the staff. If no office is selected, the invoice will list this information from
    Setup
    Firm Settings
    Firm details
    .
  • Statement
    : Displays the primary phone number, email address, and URL from the office assigned to the client in
    Setup
    Clients
    . If no office is selected, the statement will list the primary phone number, email address, and URL from
    Setup
    Firm Settings
    Firm details
    .

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff