If a third-party intermediary is paying the client’s activity costs, here’s how to set them up as a biller
From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Edit button on the Client Profile tile.
In the Support tab, go to the Biller tile and select +Add biller.
The Add Client Biller window will be displayed. Here you may either link an existing biller to this client or add a new biller by listing their details.
If necessary, tick This is the preferred biller and add relevant personal details.
Click Add to confirm. In the future, this information can be found at the Billers tile.
