The Company remains the Customer being billed. Its billing contact identifies the person or department you intend to receive Invoices.
1. Open the Company details
Open the Company Customer and edit its Company section. Review the current Billing contact.
2. Choose or add the contact
- Select an existing billing contact, or choose New contact.
- For a new contact, enter their Name and valid Email.
- Review the Billing address and any Company or VAT number that applies.
- Choose Save changes.
A Company number and a VAT number are different identifiers. Enter only the details supplied for that Company.
3. Review the document recipient
Open the Quote or Invoice and check the recipient before sending. The person arranging access can differ from the person paying the bill.
A changed default does not rewrite an issued document or silently change a prepared send. Review any request to confirm the current recipient.
If the save is uncertain
Keep the Company editor open and use Try again. Check the saved contact before creating another one. A Customer contact does not gain a Jobsworth login merely because their email is recorded.