How do I set up Primary Clients and Billing Contacts when configuring Bulk Billing?

  • Updated
After configuring the DNS and your Firm Settings, the last step in configuring your firm for Bulk Billing is to set up your Primary Clients and Billing Contacts. 
  1. Navigate to your list of Matters and click on a Primary Client's name under the Contacts tab to display the Edit Person modal.



    • Ensure that a valid email is entered in the Email Address and the Billing Email checkbox is enabled before returning to your list of Matters. The Bulk Billing center blasts invoices out to emails selected as the Billing Email. There can be multiple addresses selected for a Contact.

  2. A Primary Client can be removed as the Billing Contact at the Matter level by clicking the kebab menu at the far right of the row and selecting Remove as Billing Contact.

    RemoveBilling.png

    However, be sure that another Contact is listed as a Billing Contact.

  3. Click the menu at the far right of a Contact and select Edit Contact Role to display the corresponding modal.

    BillContact.png
    • Slide the toggle to the right to enable this Contact as a Billing Contact.

    • Billing Contacts are sent a copy of the invoice to the Billing Email addresses specified on their contact card.
       
 

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