Billing email
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Pam Davis
MAJOR ISSUE we can add a field for a billing email but have to manually enter it when billing, this requires us to have to remember which clients have specific billing emails and change it when invoicing. Estimates and adjustments throughout the job will have 1 email and billing has another - this is required for most corporate offices
Boaz Schonherz
complete
Boaz Schonherz
Hi,
I'm happy to announce that with the new Client's page, you now have the option to designate an additional contact as a Billing Contact.
When set as a billing contact, they'll be CC'd on all invoices sent from Workiz.
To do this:
- Go to the Client's page.
- Click the Plus icon next to Additional Contacts.
- Check the 'Set as Billing Contact' option.
Thank you all for your valuable feedback and ongoing involvement in improving Workiz.
Boaz / Product
Bill Malone
Boaz Schonherz this is helpful! Thank you!
Indy Little
Boaz Schonherz -- This is fantastic. Thank you for the update!
Diane Temmen
Boaz Schonherz - I haven't had a chance to test any of this, so please help me help our staff...
(1) Can multiple "additional contacts" be set as billing address?
(2) What if the main client wants an invoice as well as the additional contact? Do we need to add to have the client listed as an additional contact? If this is the case, it will double our workload.
(3) If current client is a sub-client and the parent client record is marked for billing, will the billing still go to the parent or do we need to list them as an additional contact?
Matt Glionna
Boaz Schonherz We often assign a parent client that pays the invoice. I've added an additional contact on the parent client, but they are not being automatically CC'd on invoices with this new update. Is that something that will change?
Boaz Schonherz
Diane Temmen
- Yes, for each additional contact, simply check the Billing Contact checkbox.
- No need, main client with still be CCd.
- We haven't changed the child-parent client logic. This means that, as before, if the parent client is the payer, they will remain as is and be CC'd on all invoices.
Boaz Schonherz
Matt Glionna
Currently, marking an additional contact as a billing contact only applies to the main client. If the parent is responsible for payment, only the main contact will be CC'd.
Matt Glionna
Boaz Schonherz Thank you. Will this feature ever be applied to the parent client?
Boaz Schonherz
Matt Glionna
I’ll add this as a candidate for our roadmap, but at the moment, I can’t commit to a any ETA.
idan kadosh
Merged in a post:
"Additional Contacts" Should be able to be set to Automatically CC on all Estimates or Invoices, or Automations/communications.
Michael Ringler
This would be ideal to have as a setting within additional contacts, but even the option to press the + sign on whatever additional contacts you want to CC when sending I guess would be a good enough temporary band-aid.
Commercial clients have multiple contacts. We can not be expected to copy and paste and CC all documentation to 3 or 4 people per 20+ clients every week.
idan kadosh
in progress
idan kadosh
Merged in a post:
Billing to Billing emails only
Pam Davis
this is a Feature Request - Client info has fields for billing emails, commercial clients generally have 1 contact for estimates and throughout the job, at the end when the invoice is sent we have to manually change this to the billing email. There needs to be a feature to send all invoices for that client to the billing email only, like a default.
idan kadosh
Merged in a post:
Seperate Fireld for Billing
R
Rick
Several of our commercial clients have a separate email for billing proposes. This is in addition to the personal email address for the contact. Please add billing email field for billing address
idan kadosh
Merged in a post:
Invoice Recipients
Amanda Mills
We need the ability to send invoices automatically to multiple contacts within one client/parent client. For example: John Doe is the subcontractor of Contracting LLC. John has his own email address John@ContractingLLC.com , and needs a copy of the invoice and Contracting LLC needs a copy sent to them at Invoice@ContractingLLC.com There's a great need to be able to streamline a client's payment process uniquely from all clients within the parent client.
idan kadosh
Merged in a post:
Adding more than one default email address for customer invoices.
Billy Goldstein
Please expedite this feature. This is a nightmare and and kind of a deal breaker for techs working in the field and needing to use the iPhone app.
idan kadosh
Merged in a post:
Set up billing email address for client
Brittney
That is different than contact info for job. We service builders and property managers who are frustrated that we do not have this capability. Auto invoice reminders should be able to go to a specified billing email address.
idan kadosh
Merged in a post:
Different email
B
Brenda
We do commercial work and the email for invoicing is different from the person who books the job. I wish there was a way to assign an invoicing email so the confirmation and reminders can go to one email and the financial emails can go to another.
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