Sending an invoice to someone other than the main client
On this page, you will find details on:
This feature is currently in beta and will be released to all users in about a week.
Sometimes, you may want to send an invoice to someone other than the main client for whom the case was created. This is easy to do in Adviseraide by using the contacts added to the client’s profile.
You can also send advance payment requests to a contact using the same process as described below.
Creating an invoice for a contact to pay
Create a new invoice. On the invoice create screen, you’ll see a new dropdown menu labeled Client Contact (see highlighted field below). This dropdown lists all contacts associated with the client.
Select who will pay the invoice. Choose the right contact and click the button next to the selected contact to choose who pays the invoice. In the above example, we’ve selected Contact Pays.
Choose the correct address. In the same screen, you’ll notice that the invoice address dropdown includes both the client’s and the contact’s addresses. Select the appropriate one.
Complete the invoice. Once you’ve selected the contact and address, fill out the remaining fields and click Save.
Sending the invoice to the contact
After creating the invoice, click the Email Invoice button.
The following email screen will open, showing the invoice addressed to the contact selected in the invoice. There is one small problem, the email body and subject line on the left is still addressed to the main client (e.g., “Tony M”). To fix this, simply update the subject and message to address the contact instead.
Once the subject and body are updated, double-check that the correct contact is selected in the recipient dropdown, then click Send Invoice.
If you frequently send invoices to contacts, we recommend creating an email template for this purpose. You can follow the instructions on Email Templates page to set it up the templates.