When you make a placement in JobAdder you're able to select two contacts on the placement - the Contact and the Billing Contact.
How does it come through to Invoxy?
The Contact on the placement (Cristopher Sara in the example above) will be created in Invoxy as an Approver type contact, and added to the placement. This means they'll receive any Approval Requests for that placement.
The Billing Contact on the placement (Angela Jacobson in the example above) will be created in Invoxy as a Billing Recipient type contact and added to the placement so they receive invoices for that placement.
If one person is set as both the Contact and the Billing Contact on the placement then they will be created in Invoxy as an Approver only, though you can change this if you like.
Will the Contact's Approver/Billing Recipient settings change after they're created?
Not automatically. Once a Contact is created in Invoxy the integration will not update their Approver/Billing Recipient settings, so if a person who was once an Approver becomes a Billing Recipient (or vice versa) then you would need to update the settings on the Contact in Invoxy under Manage > People. You can learn more about those default settings here - Contacts
Can a Contact be an Approver/Billing Recipient on one placement and something else on another?
Yes. The Approver and Billing Recipient settings in Invoxy are set for each placement based on the default settings on the Contact, but you can then change those on the Placement Team as needed.
Which invoices do Billing Recipients receive?
Billing Recipients receive all invoices relating to the placements they’ve been added to. This will include any consolidated invoices that also include details of other placements, if that client is set up to receive consolidated invoices.
What if my client has a single central accounts email as well as, or instead of, Billing Contacts?
In Invoxy, as well as sending invoices to any Billing Recipients on the placement, a copy of all invoices are sent to the Billing Email Address specified on the client.
This email address will come from the Main Contact you select on the Company in JobAdder. If you wish to use a different field in JobAdder to specify the Billing Email Address get in touch with email@example.com to discuss customisation options.
Do I have to specify a Billing Contact on the placement?
No. If your clients don't have Billing Recipients specific to each placement, or if you'd prefer to manage this yourself in Invoxy, then you don't need to select a Billing Contact on the placement - you can simply leave it blank.