How to set up third parties to invoice

This feature allows you to assign invoices to a party other than your client. It is a perfect solution when your services need to be charged to a facility or someone other than your client.

Let’s show you how it works.

First go to your client’s profile and click on assign invoice to. You will be able to choose between a guardian or a contact.

Complete their contact information and if needed add any notes.

Once the information is added, both invoices and receipts will reflect the third party information in addition to the description of your services and the name of the client.

That's is it!

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