Steps to Assign an Invoice to a Third Party
In the left sidebar, click the people icon to open the Clients module.
Click on the client's name to open their timeline.
Click the pencil icon in the top right corner of the client profile panel to edit the profile.
Scroll down to the "Billing Information" section.
Under "Assign invoice to a third party", select the relationship type from the dropdown (for example: Guardian).
Complete the billing contact information:
Name — enter the third party's full name
Phone — enter the phone number
Email — enter the email address
Address — enter the billing address
Additional Info — add any relevant notes
Click "Save".