Billing Profile Templates

Learn more about creating billing profiles and assigning them to company records

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

In order to invoice a customer, that customer must have a billing profile set up. The billing profile stores the billing rules for that company such as their net payment terms, invoice recipients, and more. These rules are then used when generating an invoice. That way, when creating an invoice for that company, Crelate can draw from the Billing Profile Template you've created to easily generate the invoice and be prepared to send to the listed recipients. **Please Note** without a Billing Profile, you will not be able to send an invoice for this customer.

We generally recommend creating one, or a few, standard templates first. That way, it can be easy to leverage those templates when needed. To start, navigate to Settings | Billing Profile Templates. From here, you may use the plus sign to create a new template.

With a billing profile setup, you may navigate to the customer record, and to the Deliver tab. You will see a sub tab there called Billing Profile. Keep in mind, each customer will need to have an assigned Billing Profile to send an invoice to. You may want to consider making this a part of your onboarding or candidate hiring process to serve as a reminder to create a Billing Profile. For instance, when using our Onboarding Checklists, you may wish to have a step in the process that is to review customer billing profiles to ensure you have everything set up and ready to go!

From this screen, you may create a brand new billing profile on the fly or choose from an existing template.

What's Next?

With your Billing Profile created, it's officially time to send! Get ready to review and send a draft invoice. Also, check out our full Master Guide that services as a one-stop-shop for all things Crelate Deliver!

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