If you are required to send an invoice to a business as opposed to an individual client you will first need to add the business as a client record as it is required to link an invoice.
1. Add the business as its own client under My Clients > Add Client.
The only information that is required is the First name, Last name and Email address. Ensure Create client profile only is selected otherwise the company will receive an email to activate their login to the Client Portal.
2. Next, go to My Practice > Invoices & Billing to create the invoice. When creating an invoice, select the business's client record. This will allow you to invoice the business, not the individual client.
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