3.3a Billing Contact

Billing Contacts help your shop keep payment communication organized by assigning the correct person to receive invoices, payment requests, and billing-related messages. This article walks through how to assign a billing contact in Printavo and use billing-contact shortcodes and automations to streamline customer payment communication.

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 box 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.