Defaulting Billing Contacts

Default a billing contact is useful when it comes time to invoice. This reduces the time spent tracking down the correct billing person per company which can be cumbersome to manage. 

To select a default billing contact, begin by entering the contact against the appropriate company within Avionté if it doesn't already exist. Otherwise, you can go directly to the profile of the individual you wish to elect by going to the Company Contacts tab or searching for them via the CRM search. 

 

Setting up a Billing Contact

Once in the profile, click to edit the Organization Information. You'll notice a new Billing Contact checkbox available. Click the checkbox and save your changes. 

BillingContacts_OrganizationalInfo.png

 

Once you've elected a Billing Contact, users can select the Billing Contact when creating a job.

Note: If you have more than one billing contact selected within a company the Billing dropdown will populate with all previously selected contacts. The user can select one before proceeding. 

 

BillingContact_CreateNewJob.png

 

If you need to update the Billing Contact after a job has already been created, you can do so from the job details page. 

 

BillingContact_JobDetails.png

 

 

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