Contract Billing

Adding Agencies to Contracts

If you are building a contract for an account that is represented by an agency, you have the ability to choose the agency details upon creating the contract.

Follow these steps to add an agency to a contract:

  1. Create or edit a contract as described here.
  2. Click on the Billing tab to see your billing options.

    Screen Shot 2022-01-06 at 2.37.13 PM

  3. Use the Agency drop-down menu to designate the agency for this contract.

    Screen Shot 2022-01-06 at 2.38.22 PM
You will now be able to choose the agency details in your Sold To Email, Address, and Billing fields.

Screen Shot 2022-01-06 at 2.39.49 PM