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Hello and welcome to a new tutorial video. In this video let us keep talking

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about invoicing and payment. You know that it's possible

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to invoice the client's contact instead of a client' This can be used

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when a client. is a minor or disabled or in other instances when the contact is

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taking the responsibility of paying for the client services. So let's have

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a look at how you can manage this using Xander features. Let us start with a refresher.

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Let's create a contact profile for our payee. We'll go into people and select contact and

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enter the brief information about this person. Once you've entered that

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information click Next to create the contact profile. Once you've created a contact

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profile let's connect it with their client. Let's do a quick search for our client and

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in the client profile let's go to the contacts menu and click add new contact

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Search for that existing contact profile you created and save it. The client now

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is connected with the contact profile and now let's go into

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the billing section of a client and select billing setup. Here at the top let's select

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bill to contacts and select the contact profile we connected with this client

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and save the changes. Let's create an appointment for our client.

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Select a service to generate an invoice and click Save. Now if we click this pencil icon

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just to have a look at this invoice settings we will see that it's set

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to be payable by the contact. That's it. That's how you assign billing to the

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contact of a certain client. Beside making a contact a default payee for a

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client it's possible to assign only one invoice of a client to be paid by the contact So

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this is how it' can be done. Find the appointment or the invoice

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that was created for your client. Click to open the edit invoice page and in the payable

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by section select contact instead of a client and save. This is

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how you reassigned the invoice to be paid by a contact of a client and

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not by the client themselves whenever it's necessary for a one- off invoice. Now let

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us talk payments. As the invoice is billed to the contact let's

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have a look at how system will behave when we add a payment to the invoice

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You just open the panel on the side click payment method and select what method was used to

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pay for this invoice and save the changes There you go the invoice has been paid

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Let' us now have a look at how these invoices and payments are recorded in

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your Xanda account First of all let's go into the client profile and

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go into billing invoices page So here you will see a list of invoices generated

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for this client and in the invoices list you will see the information

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about this invoice. What interests us here in particular is the payable by column

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and you can see that the name of a contact person it's not the client so

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it tells you that these invoices are paid. by a

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contact or another person not by the client themselves Now if we jump into

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the payments page. we won't see anything here and why is that It's because

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the payment is recorded in the profile of the payee and payee in this case is our

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contact not the client Let's go into that contact profile We have two ways of

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doing that we can use the quick search and jump into the contact profile or if

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we are in the client profile let's click profile contacts Let's

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open the connected contact and just click view contacts full profile here at

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the bottom It opens the contact profile for you If you go into the invoices page you'll

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see the list of those invoices that were generated for

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the client and are payable by our contact with that information here and

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also if we click into payments this is where you will see the payment that you collected from

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the contact and if you click it you'll see a bit more information about when

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it was received how it was paid and which invoice it was allocated

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to Another little tip for you if you are using Stripe integration for

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collecting payments online and the contact is set up as a default payee for

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the client and they agreed to use their credit card details or bank card

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details for processing those payments you will be adding and saving the card details in

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the contact profile because they are the payee and you'll just go

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into billing setup click add card and enter the information that the contact provided

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you or if you are processing the first invoice payment the invoices billed

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to the contact and you'll be entering the card details those details will

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be saved in your Stripe account through the contact profile because

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they are the payee of that invoice

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And this is how you set up and manage billing to your clients contacts I

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hope you found this useful and I will see you another time