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Company Billing Contacts in Novi AMS
Company Billing Contacts in Novi AMS

Learn more about Billing Contacts and how to add them to a company's record in Novi.

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

In addition to a Primary Contact, individuals can also be set as the Billing Contact of a particular company in your database. 

Why Include A Billing Contact?

If your member utilizes a billing system where invoices need to go to a certain accounting email that is not necessarily tied to a person, you may consider creating a person record named "Billing Contact" or "Accounts Payable" with the correct email under the company and set that record as the Billing Contact. 

NOTE: One person can be the billing contact of multiple related companies. Also, the primary contact of a company can also be the billing contact.

How To Assign A Billing Contact

You can assign/update the Billing Contact of a company on the Family Tree tab on the company's record.

  1. Navigate to the record's Family Tree tab.

  2. Click the People sub-tab.

  3. Find the row for the person who should be labeled as the Billing Contact.

  4. Click on the caret symbol on the righthand side of the person's row, in the Action column.

  5. Select Make Billing Contact from the drop-down list.

Important Note

Novi Billing Contact Does Not Always Equal Person's Name on a QuickBooks Record

Please note, a person's name on a company's record in QuickBooks does not necessarily apply as the Novi Billing Contact. It depends on whether you're using the setting that's described in this article: Adding Billing Contact Names to Invoices and Sales Receipts for Companies

In Novi, the Billing Contact is a separate individual record that is attached to the company. 

For example, on this QuickBooks record...

Jane Smith would NOT be considered a billing contact in Novi. 

QuickBooks Online doesn't have the direct concept of a "Billing Contact" as Novi does. They allow you to add a First/Last Name to a company record (as you can see above), but that will not translate over to become a Novi billing contact record and is not necessary. 

If you were to update the contact information on that specific person's record in QuickBooks, that would sync to Novi - but it would be on the billing contact's individual record, not the company's record.

We do encourage you to always send transactions via Novi so that the business rules of where to send the transaction may be followed.

That being said, if you want all company records that have a Novi Billing Contact to show that person's name in the QuickBooks company record, reach out to the Novi support team via Intercom. We can enable a setting to "Send billing contact name to QuickBooks Online for company records."

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