Is it possible to manage third-party payers?

Yes, absolutely! You can manage your third-party payers directly on the platform.

1. Go to Settings > Invoicing > Third-Party Payers in your account. Add the third-party payers you collaborate with to the list.

2. When creating or updating a client record, specify in the client’s profile if they are linked to a third-party payer.

Once linked, invoices and payments for that client will be issued in the name of the third-party payer.

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