Steps to Add a Billing Contact
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 at the bottom of the form.
Complete the following fields:
Assign invoice to a third party — use the dropdown to select the billing relationship (for example: Contact)
Select a Contact — use the dropdown to select an existing contact
Company Name, Company Phone Number, Company Email, and Company Address — enter the billing organization details
Additional Info — add any relevant billing notes
Click "Save".
Note: Once saved, the third party becomes available for invoice submissions and billing workflows within the Billing module.