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How do I send an invoice to someone other than a client's primary contact or carer?
How do I send an invoice to someone other than a client's primary contact or carer?
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

For basic information on creating an invoice see: How to prepare an invoice

In this article, you will learn how to add an additional person or business (internal/external) to a Client in order for you to be able to send an invoice to them.

Creating additional contacts for your clients

  1. In the left-hand menu click on Clients and choose List

  2. Once the list of Clients is displayed choose the Client you wish to invoice

In order to add additional contacts to your client click on the Add button in front of the Additional contact field.

Now you can choose additional Contact while creating an invoice

You have now basically created an invoice for someone other than the primary contact of the client.

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