Basics

Secondary Contacts and Central Billing

How to interact with more than one person within a business or more than one branch of a large company.

Secondary Contacts

A Secondary Contact should be used when you deal with multiple people within the same company and at the same physical address.

In the Contact Details page, the "Secondary Contacts" area appears to the right of the screen.

When searching for the company in a Sales Order, you will be able to select between the Primary and Secondary Contact.

Importing Secondary Contacts

Secondary Contacts can be added to the import when preparing your import spreadsheet. See the Importing Contacts Help article for additional information on this process. The secondary contact will appear on a separate row but the Primary Company field should be filled out to link the company back to its parent.

Once you have imported your contacts, you will be asked to assign Secondary Contacts to their parents. If done correctly, this should happen automatically, but if a match has not be found you can make the match manually instead.

Central Billing

Central Billing allows you to sell to one company but invoice to another. This is particularly useful when dealing with, for example, supermarket chains that may have multiple branches but require bills to be sent to a parent company.

To set up Central Billing:

1. Both the parent company and the branches must first be set up as separate contacts.
2. For the branch, in the Accounts section of their Contact Details page, switch Bill To from Direct to Parent Company.
   
   
   
3. Search for the parent company in the "Search" box. When the parent company has been selected, the "Billing Address" will change to that of the parent company.

Setting up Central Billing on Import

When preparing your import spreadsheet, both the branches and the parent company should appear as separate rows in the spreadsheet. See the Importing Contacts Help article for additional information on this process. Against each branch, the Billing Company field should be filled out to link the branch back to its parent company.

After you have imported your contacts you will be asked to assign branches to their parent company. If done correctly then this should happen automatically, but if a match has not been found you can make the match manually instead.

FAQs