Billing Methods determine how a customer will receive invoices and statements. Billing method Address is used for customer that would like to receive paper. Billing Method Email is used for customer that would like to receive email. Billing Methods may have multiple Emails and multiple Addresses.
Billing Methods are managed at customer account, Settings, Billing Methods.
Create Billing Method
Go to customer account, Settings, Billing methods
Click on New Billing Method.
Select Address or Email.
Trigger choice posted or delivered. Invoice with trigger set to posted will send email to customer after invoice is posted in office (most commonly chosen). Trigger set to delivery has invoice sent via email to customer when delivery is completed (allows no review in office before invoice is emailed to customer).
Click on Create billing method.
Edit Billing Method
Click on Edit for an existing Billing Method.
Copy Billing Method to Customer Contact
Click on drop down arrow next to Edit, Copy to Contact.
Deactivate/Reactivate Billing Method
A Deactivated Email method will not send email. A Deactivated Address method will not have an invoice in appearing at hamburger, Invoices, Batch, Generate PDF.
Click on drop down arrow next to Edit, Deactivate or Reactivate.