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How To Set A Separate Billing Address From Service Address

In Ankota, you have the ability to set a different billing address than the service address.  To do this follow the steps below:


Click clients.



Search for your client. Type their first or last name in the "Filter" box and click "Search"




Click on the name of the client you are searching for



Click on "Client Contact"



Click "Add New" to add a new Client Contact


Enter  all contact information for the Client Contact including phone number  and address and make sure to set the Relationship as Payer.  



After the Client Contact has been created, go to the Configuration Tab within the Client file:



Select the check box next to "Bill to Payer" and Save Configurations at the bottom of the screen.