A billing method is how the customer will receive their invoice and statement. Either by paper known as address or by email.
View Billing Methods
To view all billing methods, go to Customers, Billing Methods.
Or go to customer account, Settings, Billing methods.
Creating Billing Method
Go to customer account, Settings, Billing methods
Click on New Billing Method.
Select Address or Email.
Trigger choice posted or delivered. Invoice with trigger set to posted will send email to customer after invoice is posted in office (most commonly chosen). Trigger set to delivery has invoice sent via email to customer when delivery is completed (allows no review in office before invoice is emailed to customer).
Edit Billing Method
Go to customer account, Settings, Billing methods
Click on Edit
Deactivate Billing Method
Go to customer account, Settings, Billing methods
Click on down arrow next to Edit. Click on Deactivate.
Delete Billing Method
Go to customer account, Settings, Billing methods
Click on down arrow next to Edit. Click on Delete.
Copy Billing Method to Contact
Go to customer account, Settings, Billing methods.
Click on down arrow next to Edit. Click on Copy to Contact.