---
title: How to Set the Billing Party for Pro-Forma Invoices in Yojee
description: Set up and manage Billing Parties in Yojee for Pro-Forma Invoices. Learn how to add a Billing Party, set defaults, and adjust during charge application.
---
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# 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.
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