Setting up client or project contacts for billing

By default, invoices are sent to the client address. CORE does allow you to send invoices to a different client contact address. Each client in CORE can have an unlimited number of contacts linked to it. If you set any contact as the 'primary' contact of the client, invoices are addressed to this person instead of the client. To add a client contact, check Add Client Contacts for details.

If you choose to email an invoice to the Client Contact from the Invoices screen (Actions > Email > Client Contact), CORE sends the invoice to the client contact that you have set as the primary contact.Check CORE Help Center for details. To email invoices to a Billing Contact instead of the client, make sure to select the correct option from the Actions menu > Email on the Invoices screen.Check CORE Help Center for details.

You can also keep a different billing contact per project and let CORE send the invoices to this project contact instead of the client contact. If you have set a Billing Contact for the project whose invoice you are emailing and checked the Send Invoice to Contact option, CORE sends the invoices and statements to the project-level Billing Contact instead of the default client contact. In addition, the address of this billing contact overrides the client address and prints on invoices and statements. If you want CORE to show the original contact details of the client on the invoices, un-check the Send Invoice to Contact option for the project here. 
If you check the option Copy client when sending emails to Client Contact in Settings > Company > Email Settings, this is what happens. 

When you send emails to the client: 

  • emails are sent to the client or client contact based on what is set up at the project level
  • CORE checks if the above setting is turned on and, if yes, adds the client email address in the CC field even if the project is set to use a billing contact

When you send emails to the client contact:

  • emails are sent to the client contact

  • CORE checks if the above setting is turned on and, if yes, adds the client email address in the CC field even if the project is set to use a billing contact

  • If no client contact is found, then email is sent to the client only

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