Billing Profiles

Clients can create a Billing Profile to set up a collection of the billing details. Multiple profiles can be set up depending on the invoicing needs, such as direct hire invoices having different invoice terms than contract invoices. These can include:

  • What company to send the invoice statement to (Client vs. Bill To Client)
  • Which contact should receive the invoice at the company.
  • How the invoice statement should be addressed.

This section includes information on how to create, modify, and delete Billing Profiles.

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