How Do I Assign Project Contacts?

You can assign a client contact to an individual project. Optionally, you can address invoices to the contact assigned at the project level. You can do this when a client and internal project manager signs off on invoices before forwarding them to the accounting department.

To do so, follow the steps below:

1. Open the Project screen; click the ID of a listed project.
2. Move to the Billing tab and select a Contact from the list (in the Misc section).
3. When the Send Invoices to Contacts option is selected, BillQuick Online sends the invoices for this project to the project contact instead of the client contact.
4. When you have finished, click Save and then Return to close the screen.