Client Billing Setup

Setting up billing details for each client ensures accurate invoicing and smooth payment processing. Proper billing configuration saves time and reduces errors.

Accessing Billing Information

Open the client's profile page and navigate to the "Billing" or "Payment" section.

Configuring Billing Details

Billing Address

Set up the billing address where invoices should be sent. This can be different from the client's physical address.

Payment Terms

Configure payment terms for this client:

• Net 15, Net 30, Net 60 (days to pay)
• Due upon receipt
• Custom payment terms

Payment Methods

Specify accepted payment methods for this client (if different from company defaults).

Special Pricing

Set client-specific pricing if they receive discounts or special rates.

Billing Preferences

Configure how invoices should be handled:

• Invoice delivery method (email, mail, etc.)
• Invoice frequency (per appointment, monthly, etc.)
• Preferred invoice format
• Tax settings and exemptions

Tax Information

If applicable, enter:

• Tax ID or exemption number
• Tax-exempt status
• Tax certificates

Best Practices

• Set up billing details when first adding a client
• Verify billing addresses are correct
• Document any special arrangements
• Review and update billing information periodically