Teams and invoicing
Managing invoices for teams and companies.
Last updated
Managing invoices for teams and companies.
Last updated
You can use specify one member of a team as a Team paying customer. When you select a paying customer for a team, you can enable merging all invoices into a single invoice created only for the nominated member. Learn how to select a Team paying customer here.
Selecting a Team paying customer allows the member to enable sharing benefits for the entire team. You can only do this when the member you selected has a plan which includes the resources you want to share with the team. Read more about plans in Managing plans.
Be careful sharing passes between team members, we recommend making sure each team member has their own set of passes.
When you configure a team to enable merged invoicing, you can preview the total amount of expenses by generating the Next Invoice Amount report for that team. You can also generate an invoice for a team of members and contacts in the Details tab when editing the team in the dashboard. Learn how to generate the Next Invoice Amount report here.
If has a paying team member, only that member can see the current status of credit available to team.
Sometimes you may need to invoice a customer directly even when that customer may be in a team configured to use merge invoicing. You can do this for products and event tickets.
When you sell a product to a customer, you can choose to enable the option to Invoice this customer instead of the paying customer of this team. This will include this product in an invoice for the customer you select when adding the product instead of the paying customer for the team they are in.
Events cannot be individually set to be invoiced to customers directly instead of their paying members, but you can enable a setting that will make every event purchased by a customer in a team with merged invoiced enabled to be invoiced directly to the customer purchasing the ticket instead of the paying member of the team they are in.
You can find this setting in Settings > Website Modules > Events.
