Overview
ZenCase offers the option for you to define multiple billing contacts for a matter and you can define a default billing contact that will be used to populate the invoice address using the matter billing contact's address you choose.
You firm's main billing contact for all invoices will be setup by a firm administrator in the Firm Settings configurations. However, there may be times when you need invoices to be billed to a specific address for a specific matter. You can use this billing contact option for matter specific invoice addresses.
Create Contact As Billing Contact
The first step is to create a billing contact to be used as the matter billing contact.
Go to the Contacts list page by clicking the Contacts link in the left navigation bar.
Click "Add Contact".
Select whether the contact is a person, organization, and if they are a client.
Enter the name.
Under Addresses, click the "+" icon to add an address.
Set Type to "Billing"
Important Note: You must select the type as "Billing" to use the address for matter invoices.
Select Country.
Enter Address Line 1.
Enter Address Line 2.
Enter City.
Enter State.
Enter Postal Code.
Click Save in the top right next to the "Addresses" section.
Once you have added the addresses you need, then save your contact.
Click "Save" to save the contact.
Congratulations! You have now created a billing contact with addresses.
If you already have a billing contact, you may want to verify an address with Type = Billing is setup for the existing contact.
Add Billing Contact As Connection For Matter
The next step is to add a billing contact as a matter connection. By default, the matter's client will be set as the default billing contact for a matter. You can add as many billing contacts as you need for the matter to override individual invoice's bill to address. You can also change the default billing contact for the matter.
Go to the Matters list page by clicking the Matters link in the left navigation bar.
Click on the matter name in the "Matter Name" column.
You will be redirected to a specific matter details page.
Click on the "Connections" tab.
Click "Add Connection".
Search and select a contact or member under "Organization/Person" dropdown.
Check the "Billing Contact?" checkbox.
Click "Save".
You have successfully added a billing contact for a matter. You can add multiple billing contacts to a matter as needed.
Set Default Billing Contact For Matter
The last step to setup billing contact for a matter is to set the default billing contact for the matter.
Go to the Matters list page by clicking the Matters link in the left navigation bar.
Click on the matter name in the "Matter Name" column.
You will be redirected to a specific matter details page.
In the top header bar under the Matter name, click on the "Billing" tab.
Next to Default Billing Contact, place your mouse next to the name.
You should see a edit "pencil" icon to the right of the name.
Click the Edit pencil icon.
Select the Default Billing Contact from the dropdown.
Click "Save".
You have now set the default billing contact for the matter. The default billing contact's billing address will be used when generating new pre-bills. You should see this address as the default "Bill To" field on pre-bills.
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