How do I add/edit a Billing Contact on a Service?

When a Service is funded by a Client Individual-type Funder, you are required to choose a Billing Contact when creating the Service. The Billing Contact can either be the Client who is receiving the Service or one of the Client's Contacts.

1. From the Client profile, go to Services. Select one of the Services listed or click on Create a Service.

If you select an existing Service, you will then have to click Edit Service. 

2. In the Service dialogue, select Client Individual as the Funder Type. This will bring up the Billing Contact dropdown. 

3. From the dropdown, choose either the Client or one of the Client's Contacts. You can select the Client or any of the Contacts you've created in Client>Coordination>Contacts as long as they have a phone number. 

Learn more 

• How do I add/edit Client Contacts?
• How do I create different Funder Types?
• How do I add a new Service to a Client?