How to Add Billing Contacts to a Client Profile
A. Add a New Billing Contact to the Client Profile
1. Go to the client profile and select Contacts & Connections.
2. Click + Add Contact.
3. In the Search from Organisation Contact bar, type the name of the contact you want to add.
4. If the name does not appear, click + New to create a new contact.
5. Enter the basic contact information, such as first name and last name.
6. Complete the contact address. If this contact is added as a billing contact for a client quote, this address will be used as the main recipient for statements and billing information.
7. Provide the contact’s phone number and email address.
8. Specify the Contact Type. If this contact is used for finance or billing purposes, select Finance/Billing to ensure they receive statements and billing information.
9. Specify the Relationship between the client and the contact. The Billing Contact is typically someone known to the client, such as a family member, who assists with managing finances and co-contributions.
10. Specify the Security Role.
11. Click Save Contact to save the new contact details.
B. Add a Billing Organisation Contact to the Client Profile
1. Go to the client profile and select Contacts & Connections. Then, click + Add Contact.
2. In the Search from Organisation Contact bar, type the name of the contact you want to add.
3. Specify the contact name. A Billing Organisation Contact is a generic organization or third party, such as a plan manager or an entity that receives invoices or statements on behalf of the client.
4. Tick the Add as Billing Organisation Contact checkbox to designate this contact as the billing organisation contact for the client.
5. Complete the contact address. If this contact is designated as a billing organisation contact for a client quote, this address will be used as the primary recipient for statements and billing information.
6. Provide the contact’s phone number and email address.
7. Specify the Contact Type. If this contact is used for finance or billing purposes, select Finance/Billing to ensure they receive statements and billing information.
8. Specify the Relationship field.
- A Billing Organisation Contact refers to an external organisation or third party, such as a plan manager, entity, or shared representative (such as enduring power of attorney) that receives invoices or statements and manages billing on behalf of the client. Specify this field when someone outside the client’s immediate circle is responsible for billing matters.
9. Click Save Contact to save the new contact details.
10. The contacts you add will appear under the Contacts & Connections section.
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