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Bill a Different Company on an Opportunity (Payer Companies)
How to add a payer company to an opportunity so invoices belonging to a separate billing party surface alongside the client's invoices.
Sometimes the company receiving your services is not the one paying the bills. A parent company might cover a subsidiary's fees, an insurer might pay a claimant's professional costs, or a guarantor might settle a related entity's invoice. TrustPager calls this a payer company — a billing party that is separate from the client shown on the opportunity.
Adding a payer does not change the opportunity's client. It simply tells TrustPager to also surface invoices belonging to that payer company on this matter, so your billing history stays complete in one place.
When to Use This
Common in advisory, insolvency, legal, and professional-services work where a solvent related party pays another entity's fees. For example:
- A holding company pays invoices for one of its subsidiaries that is your client.
- An insurer is billed directly for work carried out on a claimant's behalf.
- A guarantor settles fees for a company going through restructuring.
Add a Payer Company
You need the invoices:write scope to manage payer companies. The Admin and Editor preset roles include it by default.
- Open the opportunity. Scroll to the Invoices card.
- Find the Payer companies section and click Add payer.
- Search for and select the company. It must already exist in your CRM — create it at https://app.trustpager.com/crm/companies first if it does not.
- Once added, any invoice raised to that payer company in your connected accounting integration (such as Xero) will appear on this opportunity automatically, alongside the client's invoices.
You can add more than one payer company if needed. Remove one at any time using the remove icon next to its name.
Assign an Existing Invoice to an Opportunity
If an invoice was raised before you set up the payer link — or was created directly in Xero rather than from TrustPager — you can pin it manually:
- Open the payer company's record at https://app.trustpager.com/crm/companies.
- Find the invoice in the company's Invoices section and expand it.
- Click Assign opportunity and select the opportunity this invoice belongs to.
A manually pinned invoice is locked to that one opportunity. It will not be automatically matched to other opportunities that happen to share the same payer company.
How Invoices Surface on the Opportunity
Once a payer company is linked, TrustPager merges its invoices into the opportunity's Invoices card alongside the client's invoices. You can tell them apart by the company name shown on each invoice row. The client shown at the top of the opportunity does not change.
Payment status sync works the same way regardless of which company is billed: Xero's PAID status on a payer invoice flows back to the opportunity on your next sync.
Permissions
The Payer companies section sits inside the Invoices card and is gated by the same invoice scopes:
invoices:read— can see payer companies and their invoices on the opportunity.invoices:write— can add and remove payer companies, and assign invoices manually.
Manage role scopes at https://app.trustpager.com/settings/permissions.
Troubleshooting
I can't see the Payer companies section. Your role needs the invoices:read scope. Ask a workspace admin to check your permissions at https://app.trustpager.com/settings/permissions.
A payer invoice is not appearing on the opportunity. Confirm the payer company is listed in the Invoices card's Payer companies section. If the invoice was raised in Xero before the link was set up, use the Assign opportunity flow on the company's record to pin it manually.
An invoice I pinned is on the wrong opportunity. A manually pinned invoice is locked to the single opportunity you assigned it to; it will not auto-appear on other matters that share the same payer company. To move it, open the invoice on the payer company's record, click Assign opportunity, and choose the correct opportunity.
I can't find the payer company in the search. The company must exist in TrustPager first. Add it at https://app.trustpager.com/crm/companies, then return to the opportunity and add it as a payer.
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