How Do I Set Up Primary Clients and Billing Contacts When Configuring Bulk Billing?

How Do I Set Up Primary Clients and Billing Contacts When Configuring Bulk Billing?

The last step in setting up your firm's Bulk Billing after configuring the DNS and Firm Settings is setting up your Primary Clients and Billing Contacts. 

On the Primary Client's contact card, ensure that a valid email is selected as the Billing Email:


If the Primary Client should not receive their invoices via Bulk Billing, they can be removed as the Billing Contact on the matter level. However, be sure that another matter contact is listed as a Billing Contact:

 
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