Please note that we have made a few cosmetic changes to the Company profile.
You will notice a new tab called “Billing Details” which pulls in a number of fields from the Company Details tab and includes a new field for “Invoice Preference”. For existing companies, the Invoice Preference will be defaulted to ‘per case’.
When creating new companies, please ensure you still indicate on the Company Details tab whether it is a billing company. If not, then under Billing Details, you’ll need to select the appropriate company. All other relevant billing details should be completed on the new Billing Details tab.
Please let us know if you have any questions!