Client Contacts

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The people invoices are made out to: each carries its own address, tax details and notification preferences. Separate from the client record itself.

Opening the Screen

Open a client and choose the Contacts tab: {admin}/users/detail?id={client}&tab=contacts

What Is on the Screen

Contacts are listed one per row, each row a billing profile.

List Columns for full name, company, e-mail, phone and tax ID. The default contact is marked beside its name; a contact label, if set, sits under it.
Adding a contact The button above the list opens a form in four sections: details, billing address, settings and notifications.
Row actions The menu at the end of each row edits or removes the contact.

Who the contact is

The account type is individual or corporate; choosing corporate opens the company field. The form cannot be submitted without a full name and an e-mail address.

Billing address

Choosing a country fills the state list, and choosing a state fills the city list. Where the chosen state has no cities defined, the city is typed in as free text instead.

Settings and notifications

A contact can be made the default, and the address on the client's existing invoices can optionally be replaced with this one. The notification section carries the categories for e-mail and SMS separately; a whole channel is switched on or off with one button.

Fields

Account Type Individual or corporate. Choosing corporate opens the company field.
Full Name Required. Printed on the invoice as the contact's name.
Contact Label A short name shown only in the panel, to tell several contacts apart.
Company Name Opens only for the corporate account type.
Email Required. The address notifications for this contact are sent to.
Phone SMS notifications go to this number.
Tax ID Shown in the list as well, and written onto the invoice.
Tax Office The office the tax number belongs to.
National ID The identity number for individual contacts.
Address The street address printed on the invoice.
Country This choice fills the state and city lists.
State Closed until a country is chosen.
City Closed until a state is chosen; where no cities are defined, a free-text field takes its place.
ZIP The postal code of the address.
Mark as Default New invoices are made out to this contact. Only one contact can be the default at a time.
Update Invoices On save, also replaces the address on the client's existing invoices with this one.

Tasks

Add a billing contact

  1. Use the add button above the list.
  2. Pick the account type and fill in the name and e-mail; the save button stays closed until both are given.
  3. Enter the billing address and, where they apply, the tax details.
  4. Save. The contact joins the list and can be picked from then on when an invoice is raised.

Change which contact invoices go to

  1. Open the contact for editing.
  2. In the settings section, tick the box that makes it the default.
  3. Save. The previous default loses its mark on its own, and new invoices are made out to this contact.

Apply a new address to existing invoices

  1. Open the contact whose address you changed.
  2. In the settings section, tick the box that updates invoices.
  3. Save. The address on the client's standing invoices now reads the new one too.

Things to Watch

A contact is not the client

These records only say who an invoice is made out to. The account that signs in is the client record, and the people who sign in alongside them are managed on their own tab.

Updating invoices reaches backwards

With that box ticked, saving changes not only what comes next but the invoices already standing. Use it only when the address was genuinely entered wrong.

Notification preferences belong to the contact

Each contact carries its own e-mail and SMS categories. Turning invoice notices off for one contact does not change what the client themselves has chosen.

Required Privileges

Reading the tab comes with the client record. Adding, editing and removing a contact needs USERS_OPERATION; without it the add button and the row actions are not shown.

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