How to configure general billing rules for a client.

General Billing Information fields:

• Address bills in attention to
  Enter the name or department that should receive the invoice.
• Digital Billing Address
  Input the email address where invoices should be sent.
• Postal Code
  Provide the billing postcode of the client.
• Billing Address
  Enter the full billing address (e.g., street, city, region).
• Cost Center (optional)
  If applicable, add an internal cost center for financial tracking.

Preferred Payment Policies:

• Credit Term
  Choose how often this client prefers to be invoiced. Options include:
  • Weekly
  • Bi-Weekly
  • Monthly

Note: The credit term is recorded for reference only. Actual invoice terms are based on the service agreement between your agency and the provider.

How to configure general billing:

1. Go to the client's profile and open the Billing Information section.
2. Fill in the required fields under General Billing Information.
3. Expand the Preferred Payment Policies section and select the credit term.
4. Click Save to complete the billing setup.

You can customise billing details per site using the Custom Billing Details section after the client profile is created.