If you find that you want to set up a special billing option for your client, but not set it for all of your clients, you have the option to do this. For example, you want to allow a longtime client of yours to be invoiced but you would prefer that all of your other clients pay at the time of the order. You can make these exceptions with a few simple steps.
How to change the billing option for a client
Click the steps below for a detailed walk-through:
Step 1: Click the Clients tab
Step 2: Search the clients name
Step 3: Click on the clients name
Step 4: Select new Billing Option
Step-by-step:
Step 1: Click on the Clients tab at the top of the page.
Step 2: Search for the client that you would like to set up special billing for.
Step 3: Click on the clients name to be taken to their Client Summary page.
Step 4: In the Billing Option drop-down menu, select the option that you would like for them. Note: if you allow all your clients to be invoiced but want this client to pay during order, select "Must Pay With Order". If you require that all your clients pay during order but want this client to be invoiced, select "Must Invoice".
For any additional questions, our Support team is ready to help you!
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