Associate a Contact for the Client Invoice

This article details how to associate a specific contact to whom the client invoice is to be addressed.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Clients.
  4. From the Clients list, select the appropriate client.
  5. From the Settings tab of the Client Edit page, expand the Financial navigation menu
  6. Click Invoice Options.
  7. From the General sub-tab scroll to the Billing Address section.
  8. Click the To the attention of ellipsis to access the Contact List page.

  9. Select the appropriate contact name from the Contact List dialog box.

    Select the contact

  10. Upon having selected the contact, view the corresponding contact information that has automatically filled under the Billing Address section.

    View the contact information

  11. Click Save and then Back to save your changes and return to the previous page.