Billing Contact Information
Billing Contact Information
Purpose: Confirm and update the billing contact information used by Accounting for billing and invoicing communications.
Step 1: Navigate to Billing Contact Information
Go to Site Settings and open Company Billing Contact Information.
Step 2: Review Billing Contact Details
Verify the billing contact name, phone number, email address, and any CC email addresses are accurate.
Step 3: Understand the Invoice PDF Option
The checkbox labeled "Use Billing Contact on Invoice PDFs" determines whether the billing contact information appears on invoice PDFs generated and sent by SmartCare/Aaniie.
Step 4: Save Your Changes
After confirming all information is correct, click Save Billing Contact Info.
Best Practices
• Keep the primary billing contact current.
• Add a CC email when multiple team members need billing visibility.
• Review billing contact information whenever staff responsibilities change.
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