Instructions for Redtail
To Setup A BillFin Client to Sync in Redtail Addresses
Click on Clients on the left side menu Click on View Client Details in the pencil menu for the client A slideout window will appear Scroll to the bottom and click on Add in the Recipients section (or click on the pencil to edit an existing recipient) ...
Getting Redtail Contact IDs for Address Sync
BillFin integrates with Redtail so that addresses can be synced into BillFin. BillFin clients have to be assigned an Invoice Recipient Code in order to sync or upload addresses. This Invoice Recipient Code for your clients in BillFin needs to be ...
Instructions for Redtail
Redtail https://help.redtailtechnology.com/hc/en-us/articles/231754307-BillFin ***** BillFin integrates with Redtail so that addresses can be synced into BillFin. BillFin clients have to be assigned an Invoice Recipient Code in order to sync or ...