If you want to use a different billing option for a specific client without changing the default for everyone else, you can easily do so. For example, you may want a longtime client to be invoiced while requiring all other clients to pay at the time of ordering.
Follow the steps below to customize the billing option for an individual client.
How to change the billing option for a client
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Clients tab.
Step 2: Search for the client.
Step 3: Open the client's summary page.
Step 4: Select the new billing option.
Step-by-step
Step 1: Click the Clients tab at the top of the page.
Step 2: Search for the client whose billing option you want to change.
Step 3: Click the client's name to open their Client Summary page.
Step 4: In the Billing Option drop-down menu, select the billing option you would like to use for that client. Note: If your default setting allows clients to be invoiced but you want this client to pay at the time of ordering, select "Must Pay With Order." If your default setting requires clients to pay at the time of ordering but you want this client to be invoiced, select "Must Invoice."
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