A person, or organisations such as local authorities or CHC may fund many of your client's care packages simultaneously. You are able to create global buyers to assign to these client's. Doing this can help save time when assigning buyers and offers the ability to set buyer specific invoice settings. See Invoice Settings for Buyers for more information.
Setting up a global buyer
To set up a global buyer, head to People → Buyers on the main navigation bar. Click on the + icon in the top right corner and choose whether you wish to create a person, or an organisation as the buyer.
For both, you then have one of two options:
Select existing person/organisation
Create new person/organisation
Select existing
If the person, or organisation already exists in your management portal then you can select them from the dropdown menu. This will show all people or organisations and will import certain pieces of information including addresses and contact details.
Create new person
When entering a new person, you will need to enter the first name and last name and can add the address afterwards. The address is required to be able to issue the invoice.
Create new organisation
Similar to adding a new person, you can also create a new organisation. The only required field is the name of the organisation being added.
Assigning a global buyer to a client
For more information on this, see Attaching a Buyer to a Client