Billing Contacts
A billing contact is the customer you bill — the party who receives invoices and pays them. Charges accumulate against a billing contact and roll into their invoices.
The Billing tab
The Billing tab lists your billing contacts with summary totals at the top:
| Summary | Meaning |
|---|---|
| Unbilled | Charges not yet rolled into an invoice. |
| Awaiting Payment | Invoiced amounts not yet paid. |
| Overdue | Amounts past their due date. |
| Collected this month | Payments received this month. |
For each billing contact the list shows the linked contacts, horses, and per-contact totals:
| Column | Meaning |
|---|---|
| Billing Contact | The billing account name. |
| Linked Contacts | The contact records linked to this billing contact. |
| Horses | Associated horses. |
| Unbilled | Charges not yet invoiced. |
| Unsent | Approved invoices not yet sent. |
| Unpaid | Sent invoices not yet paid. |
| Frequency | The billing frequency, if a recurring charge is set. |
| Next Billing Date | When the next charge is scheduled. |
You can search the list and filter by contact and horse.
Create a billing contact
- On the Billing tab, select + Create Billing Contact.
- You can link an existing contact (which prefills the name, email, and phone) or enter a new one.
- Complete the fields:
| Field | Notes |
|---|---|
| Account name | Required. |
| Bill-to email | Required and must be valid — invoices are emailed here. A contact with an invalid email shows a warning and cannot be sent invoices. |
| Phone | Optional. Validated only if entered. |
| Address | Optional: street (line 1 and 2), city, state, ZIP, and country. |
- Save.
Linking contacts
Billing contacts can be linked to one or more of your existing contacts. Linking lets a billing account represent a household or business made up of several people, and it associates the right horses with the billing account. From a billing contact's details page you can link, reassign, or unlink contacts.
The billing contact details page
Open a billing contact to see their detail page, which has these tabs:
- Charges — one-off charges, including any not yet invoiced.
- Recurring charges — subscriptions for this contact. See Recurring Charges.
- Invoices — this contact's invoices.
- Contacts — the linked contact records.
From here you can add a charge, add a recurring charge, and adjust this contact's billing settings (such as their default tax rate).