Gorelo allows you to set up billing contacts to ensure that scheduled invoices for clients are sent to the right individuals in a timely manner.
Setting up Billing Contacts
To designate a contact as a Billing Contact, follow the steps below:
Go to Client detail page.
Click on "Edit Info" button next to the relevant location.
In the opened popup, search for your desired contact in the "Billing Contact" field.
Note: If the desired contact belongs to another client, select the option "Search all clients" to fetch contacts from all your clients.Choose the desired contact(s) from the list.
Now click "Update" button to finalize the configuration of Billing Contacts.
Billing Contact(s) in Contracts
Billing contacts can be added in Contracts, allowing scheduled invoices to be automatically sent upon generation.
Billing Contact(s) in Invoices
Additionally, these contacts are directly accessible in Invoices, facilitating the seamless sending of invoices with a single click.
Removing Billing Contacts
To discontinue sending invoices to billing contacts, it is necessary to remove them as billing contacts. This can be done by following the steps outlined below:
Go to billing contact's Client detail page.
Click on "Edit Info" button next to the relevant location.
Remove the undesired contact from the "Billing Contacts" field and click "Update" button.
Note: After these steps, the contact will no longer be available in Invoices and Contracts to receive invoices.