Authorizers are the payer or billing contacts that can be selected in Equip invoices. Manage authorizers before generating invoices so the correct payer is available in the Bill To field. When authorization invoicing is enabled for your account, authorized staff can manage authorizer records from Pathway Authorizations.

📄 Overview

Authorizer records store the billing details that appear on invoices, including the authorizer name, optional account number, contact details, and mailing address. Create or update these records before starting invoice generation for a payer. Keeping authorizers current helps invoices route to the right payer contact and reduces manual edits during invoice creation.

⚙️ How It Works

Go to Pathway Authorizations.
Select Manage Authorizers.
Review existing authorizers or select Add Authorizer.
Enter the authorizer details, including Authorizer Name, Account Number, Phone, Email, and address fields as needed.
Select Create Authorizer for a new record, or Update Authorizer when editing an existing record.
After the authorizer is saved, generate the invoice and use Bill To to select the authorizer.

✅ Benefits

Consistent payer details — invoice billing information comes from saved authorizer records.
Faster invoice setup — teams can select a saved authorizer instead of entering payer details repeatedly.
Cleaner invoice PDFs — authorizer name, account number, and address details can appear in the generated invoice.
Easier maintenance — authorized staff can update payer contact information before generating invoices.

⚙️ Customization and Options

Authorizer Name — required name for the authorizer record.
Account Number — optional payer account number that can appear on the invoice.
Phone — optional phone number for the authorizer.
Email — optional email address for the authorizer.
Address One, Address Two, City, State, and ZIP Code — optional address fields for the billing destination.
Delete Authorizer — removes an authorizer when a user has permission to delete it.

💡 Best Practices

Create or update authorizers before generating invoices so the Bill To list is ready.
Use a clear authorizer name that staff will recognize when selecting Bill To.
Keep account numbers and mailing addresses current for payers that require them.
Review authorizer details when a payer changes contacts or billing address.
Delete authorizers only when they should no longer be available for future invoices.

❓ FAQs

Should I create authorizers before generating invoices?
Yes. Create or update authorizers first so the correct payer is available in the Bill To field during invoice generation.

Where do I manage authorizers?
Go to Pathway Authorizations and select Manage Authorizers.

Are authorizers available for every account?
Authorizer management appears when authorization invoicing is enabled for your account and your user has permission to manage authorizers.

What authorizer information appears on the invoice?
The invoice can show the selected authorizer's name, account number, and address. The ATTN value is set on the invoice itself.

Can I edit an authorizer after it has been created?
Yes. Open Manage Authorizers, edit the authorizer record, and select Update Authorizer.

Can I delete an authorizer?
Yes, if your user has permission to delete authorizers.

Managing Authorizers for Invoicing