Change the client billing contact from the primary contact
Customers can have an alternate contact for invoices and statements other than 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:
- SelectSetup, thenClients.
- Select theContact Infotab, thenEdit.
- Select the dropdown next toBilling Contactin theContact Cardlist.
- Select a contact from the list. You can select an additional contact for the client or any other contact from theAll Contactslist.
The information for the selected billing contact will be used for all contact-related fields on your invoices and statements.
