Setting up a Client for Billing

Invoices cannot be submitted unless the client has an account.

To assign an account to a client go to the Billing category click on Account not specified. 

Find the client using the filter option if needed. After clicking on the client click on the Edit icon to add the Account.  Click Update once entered. 

To change an account for a client, go to the Billing category click on Account specified. Find the client using the filter option if needed. After clicking on the client click on the Edit icon to change the Account.  Click Update once entered. 

To add a billing contact, click the edit icon on the Billing contact card.  Fill in the appropriate information.

When you are done, click Update to save your changes.