Managing Bill-To Parties

For those clients who you see in session but bill someone else, you will use Owl's Default Bill-To tool. This allows you to specify an alternate contact or a linked account as the Bill-To, or the person responsible for payment, on invoices and receipts.

You can learn how to mark a Default Bill-To here.

Once you have marked them, their name and address will be included on all future invoices and receipts, and they will be titled the "Bill-To" on the receipts.

This is especially handy for parents, couples, or third party billing companies.

A few things to keep in mind:
  • You can only have one Default Bill-To per client.
  • If you are working with a Third Party Billing company and they need to be included on the invoices and receipts, you can set the company up as an alternate contact in the client's Circle of Care, and then mark them as the Default Bill-To.