The link between the main contact and the billing contact ensures smooth communication between the two parties.
By having a clearly designated billing contact linked to your main contact, you can more easily track payments and transactions associated with that customer, making management easier.
Ex:
Main contact: ABC Real Estate
Billing contact: Building manager or site manager...
Here's how:
Create your primary / master contact and assign a type in the email (i.e. usually "billing")
Create your other contact and assigne the email type (i.e. usually job site, etc.)
Link your new contact with the main billing contact. This feature is located at the bottom of the contact form.
Documents you make to the new contact will be seen with the main contact as the billing contact.
