Transfer Billing to Client (Bill.com)
From the Manage Console screen, locate the client and next to the client click - Console [Change] to change that they are billed directly and not to the console.
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Using Bill.com ACH ID to bypass a debit block on a bank account
Using Bill.com ACH ID to bypass a debit block on a bank account 1 month ago Updated If a bank account has a debit block or debit filter to prevent unauthorized organizations from debiting or withdrawing funds from the account via ACH, Bill.com ...
Add client to Zoho Advantage Support (External facing site)
Hover over the plus sign in the upper right hand corner and click the down arrow then choose Account. Enter the Client Name in the Account Name field. Scroll down and check the BTTS Customer box. Choose CAS or VAR. Then click Submit.
Adding Multiple Card Programs with the Same Login Credentials
For example, the client is using AMEX and they have Gold, Delta and Plum cards under one login, follow these instructions: If you have multiple card programs with the same credentials, you'll need to follow the Card Import process for each card ...