Billing contacts for projects

A default billing contact can be setup for a project on the settings > invoicing tab. All active contacts already created against the company the project is for will be listed. 

To set a default billing contact either:

• Select an existing billing contact
• Add a new billing contact (which creates a new contact and sets that as the default)

The billing contact will be used when creating an invoice for the project, either using the selected contact, or the contact from the previous invoice.

When raising an invoice the billing contact will automatically be set based on the setting for the project. However a different contact can be selected on an invoice if needed, and a new contact can also be created from the invoice.