Add a default billing contact

To establish a default billing contact for streamlined booking and billing workflows, carefully follow these steps:

1. Navigate to the "Companies" Section:

- Access the "Companies" section within your platform or system.

2. Choose Companies for Modification:

- Select the companies for which you want to set a default billing contact.

3. Select or Create Contact:

- Choose the specific contact you wish to designate as the default billing contact. Alternatively, create a new contact if needed.

4. Designate Default Billing Contact:

- Opt for the "Choose billing contact" option.

- Confirm that the selected contact is now the default billing contact.

5. Add Email and Save:

- Input the email address for the designated billing contact.

- Save the changes to ensure they are applied.

6. Navigate to the "General Booking Agenda" for Job Creation:

- When creating a new job, move to the "General Booking Agenda" section.

7. Input Client's Name and Access Contacts:

- Enter the client's name in the appropriate field.

- In the "Contact" section, click on the magnifying glass icon to access contacts.

8. Select Designated Billing Contact:

- Choose the designated billing contact from the available options.

9. Add Talents and Save:

- Add talents associated with the job.

- Save the job details.

10. Observe Automatic Addition in Billing:

- When creating the billing for the job, observe that the default billing contact is automatically added.

By following these systematic steps, you can efficiently set default billing contacts, ensuring a seamless and accurate process in managing bookings and associated billing activities.