How do I address an invoice to a client contact?

After an invoice has been created it can be edited to change the recipient. When the top half of an invoice is in edit mode a drop down menu will appear that shows any of the contacts that have been added to the client. Invoicing with Intervals allows you to utilize the online billing features while managing projects, tasks and time. In the following example, an invoice is created for the client Petunia with the goal of using Braden Jones’ contact information for the invoice. Here is what the client profile looks like in our example business invoice template with the various contacts.


Client Contacts

If you edit the top half of the invoice, any client contacts that are associated with the client can be selected. Braden will show up in the recipient drop down menu.
Edit Invoice

Invoice Recipient

If you happen to send invoices to different departments or different addresses for a single client, each of those can be added as a contact to the client.

Don't have an Intervals account? Start your own unlimited trial.

No credit card required. No software to install. Cancel any time.

Try it Free