Choose Who Gets a Customer's Bills

Set Who pays the bills? when editing a customer so new bills start with the right recipient. The person who pays can be different from the person who called or let your tech into the building.

Set the Default Billing Person

1. Open the customer and choose Edit.
2. Find Who pays the bills?.
3. Pick an existing contact, the customer's own person when offered, The customer, or Someone else.
4. For Someone else, enter a name and an email for bills if you have one.
5. Save the customer.

You can also mark a saved contact Pays bills in the customer's Contacts area. That identifies the billing person for future work.

Check Each Send

A default saves typing; it does not replace checking the send window. You can change recipients for an individual bill. If the selected person has no email, enter the correct email before sending by email, or use Pro text delivery when you have the right phone number.

The requester remains part of the conversation's attribution. Choosing someone to pay does not change who authorized the work. See Linking a Colab to a Customer.