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How Do I Change Who Invoices Are Billed To?

Users with Admin permissions can control who invoices are billed to by updating the Invoice Settings.

To change the default billing recipient:

  1. Navigate to Settings.

  2. Select Invoice Settings.

  3. Under Billed To - Available Assignees, choose one of the following options:

    • Contacts and Accounts – Allows invoices to be billed to either a contact or an account.

    • Contacts – Restricts billing to contacts only.

    • Accounts – Restricts billing to accounts only.

Changes will apply to invoice billing options moving forward.

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