How to Set the Billing Party for Pro-Forma Invoices in Yojee

Learn how to configure and select the Billing Party for Pro-Forma Invoices, either at the sender level or during charge application.

Overview

The Billing Party in Yojee allows you to manage who is responsible for invoice payments. This can differ from the Sender and can be set at either the Sender level or when applying charges to a booking.

This guide explains how to add a Billing Party, set it as default, and select it during charge application.

1. Adding a Billing Party

Steps to Add a Billing Party

1. Navigate to Manage via the profile menu in the top right
   

2. Select Customers > Senders

3. Click View under the Billing Party heading.

4. Select Add Billing Party.

   1. 

5. Fill in the mandatory fields:

   • Billing Party Name
   • Contact Details
   • Address

6. Choose to:

   • Set as Default Billing Party: Automatically apply this Billing Party to new bookings.
     
   • Activate/Deactivate: Use the activation toggle to enable or disable the Billing Party.
     

2. Selecting the Billing Party for Booking Charges

When applying charges to a booking via the Charges tab:

1. Ensure the charges are calculated first.
2. The default Billing Party will be pre-selected.
3. To adjust, select a different Billing Party from the dropdown menu.

This flexibility allows you to assign the appropriate party for each booking.

Key Tips

• Default Settings: Setting a default Billing Party streamlines the invoicing process.
• Flexibility: You can always change the Billing Party during charge application.
• Control: Use the activation toggle to enable or disable a Billing Party as needed.

Key Takeaways

• Billing Parties can differ from Senders, providing flexibility in payment management.
• Add and manage Billing Parties through the Corporate Sender screen.
• Adjust Billing Parties at the time of booking charge application for accuracy.