Create a billing contact

Modified on Fri, 28 Nov at 2:49 PM

In this guide, we will see how to create a billing contact in your PivoHub supplier account.

Go to pivohub.com

Introduction

If you need to establish a billing contact different from your store's physical address or email address, this guide will help you navigate the process.

Click on "Menu"

To begin, access the main menu.

Click on "Clients"

Select the "clients" tab.

Find the client in the search bar

Use the search bar to find your client.

Click on the "note pad"

Access the contact's profile by clicking on the notepad.

Create contact

In the "company" tab, under the Contacts line, click on "Create one"

Choose Billing contact

You can choose between the "Professional Contact" and "Billing Contact" forms; click on "Billing Contact."

Add a contact title

To begin, specify a title indicating what the contact represents for you. This information is not public and will only be shared with your users.

Add an email.

Enter the contact's email address.

Add a custom invoice street address.

If the physical address of the invoice needs to be changed, deselect "Use client's billing address."

Completed the invoice address

Complete the company information: its billing address and the name of the company or the parent company, as well as the full civic address.

Save the contact

To conclude, save the contact details by clicking the "save" button.

Create more contacts.

Depending on your needs, you can establish additional contacts, such as the buyer or the director of the store. Only your employees will have access to this list, which will be kept confidential.

Publish an new invoice

Keeping your billing information up to date is essential; the new contact will be directly visible in your system and for all future orders. Let's review the process of issuing a new invoice for the client for whom we have just created a new billing contact.

"Publish an invoice" from an actual order

In the bottom right corner of the order, you can publish an invoice by selecting “Publish an invoice.”

Billing information window

Since you've created a billing contact for this customer, you will be able to notify the person in charge to pay or receive this specific invoice. Select the right billing contact and confirm it by selecting the blue button at the bottom right of this window.

The new billing contact is now present on the official invoice

Once the invoice is issued, your new contact is now visible on it in the “Billing to” section.

Thank you for following this guide to creating a billing contact. We hope this information has been helpful to you. If you need further assistance, our support team is at your disposal. Thank you!