How does invoicing work?
By default, the individual or team who starts a document set will be responsible for its invoice.
This article covers how invoicing works when:
You or one of your colleagues starts a document set
If you or one of your colleagues starts a document set on behalf of a client, you will have the option to select a team for the document set. Selecting a team at this point will assign the invoice to that team.
If you or your colleague choose not to select a team at this point, the invoice will be assigned to the individual at your firm who started the document set.
Someone at your client starts a document set
If someone at your client starts a document set and they have a team, the team they’ve selected will be assigned the invoice. If they don’t have a team because they haven’t incorporated yet, their personal account will be assigned the invoice.
Note
If the team doesn't have a payment method set or if their payment method fails, the invoice will remain assigned to the team and we'll attempt to charge a team administrator’s payment method instead.