3.3a Billing Contact

Overview

The billing contact allows you to:

• Designate either the primary customer or one of the customer’s contacts as a billing contact so you can easily see who to send invoices to and not have to spend time tracking down who is responsible for payments.
• Send a payment request to the billing contact using shortcodes.
• Use automation and shortcodes to automatically send payment requests and messages to the designated billing contact.

Screenshots

• The primary customer is designated as a billing contact by default.

• A customer’s contact can be designated as the billing contact.

• The billing contact will be visible on the customer profile page.

• Use the billing contact shortcodes to include them in your automation workflows.

• The messaging dropdown will allow you to see the assigned billing contact.

• NOTE: When merging customers, the customers being merged into a customer as a contact will not retain their billing contact.

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