Managing Bill-To Parties

Circle of Care

For those clients who you see in session but bill someone else, you will use Zencare Practice Management's Default Bill-To tool. This allows you to specify an alternate contact or a linked account as the Bill-To, or the person responsible for payment, on invoices and receipts.  You can do this by going to a client's profile from the Client view, selecting Contact & Clinical, then Circle of Care, and selecting a contact and selecting Edit.  Under Billing & Reminders you can set this contact as the Default Bill-To.

Additionally, if the client is configured for Autopay, the default payment method on file for the Bill-To client will be charged automatically for their session that they are the payer for, and financial documents will be sent to them if auto-send is enabled.

This is especially handy for parents or partners. You can only have one Default Bill-To per client.