---
title: "Change Bill To customer on work order or project"
slug: "change-bill-to-customer-on-job-or-project"
tags: ["Area - Jobs, Appts, Projects", "Role - Accountant", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-05T15:14:54Z
published: 2026-11-05T15:14:54Z
canonical: "help.servicetitan.com/change-bill-to-customer-on-job-or-project"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Change Bill To customer on work order or project

## Overview

You can bill a different customer on a work order or project already created by changing the Bill To customer. This lets you send the bill to the customer responsible for paying the invoice. This is helpful in instances where property owners or property management companies are paying for the cost of the work order or project performed at the tenant's location.

---

### 

#### Who uses this feature

- Accountants, managers, and office employees
- Primarily for Residential Construction / Commercial Service and Replacement / Commercial Construction business types
- Applies to all trades

### Commercial businesses

[Change Bill To customer on job or project: Commercial Video](https://fast.wistia.net/embed/iframe/01e43uz2mn?web_component=true&seo=true&videoFoam=false)

## Things to know

- You cannot change the Bill To on an invoice after a payment is collected. If you need to change the Bill To, unapply the payment from the invoice first, then update the Bill To information.

> [!NOTE]
> **Note:** You cannot reapply the original payment since the Bill To won't match.
- The accounting period must be open before you can change the Bill To customer. [Reopen the accounting period](/commercial/docs/use-accounting-periods#reopen-a-closed-accounting-period) if it's closed and close the period again after you make your changes.

## Change Bill To customer on work order record

1. [Search](/commercial/docs/use-search-in-servicetitan) for and open the work order record.
2. Find the **Bill To** details and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D).![Work order 4865 shows Riverside HVAC service details, property information, and editable billing address for ACE Properties.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.11.09 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D)
3. From the dropdown, select the customer you want to bill for the work order.
4. When finished, click **Save** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-checkbox-blue.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D).

![Work order for Riverside HVAC service with Bill To field open and ACE Properties selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-11-05 at 10.08.43 AM.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D)

## Change Bill To customer on project page

1. [Search](/commercial/docs/use-search-in-servicetitan) for and open the project page.
2. In the *Project Details* panel, under *Bill To*, click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-bill-to-customer-on-job-or-project-image-eaaqxmm0.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D) . ![Project details showing service location and billing information for Burt's Books.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-bill-to-customer-on-job-or-project-image-yw7mn18i.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A20%3A47Z&se=2026-11-09T12%3A20%3A47Z&sr=c&sp=r&sig=Gffm9%2Btkc864jG4%2BPokIOo7bDd8A3zisRWB7WIeZoF0%3D)
3. Select the customer you want to bill for the project.
4. When you're done, click **Save**.

## Change Bill To customer on an exported invoice

Typically, you cannot change the Bill To customer on a work order or project if the invoice is already batched, posted or exported. If the invoice is already exported, you have two options:

- **Option 1:** Create an adjustment invoice to clear out the invoice balance and create a new work order with the correct Bill To customer.
- **Option 2:** Create an adjustment invoice to clear out the invoice balance and create another adjustment invoice with the correct *Bill To* customer and add the tasks in the adjustment invoice.

### Option 1

1. [Search for](/commercial/docs/use-search-in-servicetitan) and go to the invoice that needs to be corrected.
2. On the invoice screen, click **Add an adjustment invoice**.
3. On the adjustment invoice screen, add the same tasks from the original invoice to the adjustment invoice but in negative quantities. For example, if the original invoice had a quantity of 1 for task AMSTDTLT, then enter a quantity of *"-1"* in the adjustment invoice.

> [!NOTE]
> **Note:** Make sure the unit price is positive. Adding a negative unit price will double your balance.
4. If there were payments made, add the exact payment amounts in the adjustment invoice but in negative value. For example, if a payment of $50.00 was made, enter *"-$50.00"* in the adjustment invoice.

> [!NOTE]
> **Note:** Steps 3-4 are necessary to clear out the balance on the invoice.
5. Go back to the original invoice and make sure there is no balance.
6. If the work order associated with the invoice has not yet been completed, cancel the work order.
7. Create a new work order similar to the original work order.
8. On the work order screen, change the *Bill To* customer to the correct customer.
9. When finished, save the work order.

### Option 2

1. [Search for](/commercial/docs/use-search-in-servicetitan) and go to the invoice that needs to be corrected.
2. On the invoice screen, click **Add an adjustment invoice**.
3. On the adjustment invoice screen, add the same tasks from the original invoice to the adjustment invoice but in negative quantities. For example, if the original invoice had a quantity of 1 for task AMSTDTLT, then enter a quantity of *"-1"* in the adjustment invoice.

> [!NOTE]
> **Note:** Make sure the unit price is positive. Adding a negative unit price will double your balance.
4. If there were payments made, add the exact payment amounts in the adjustment invoice but in negative value. For example, if a payment of $50.00 was made, enter *"-$50.00"* in the adjustment invoice.

> [!NOTE]
> **Note:** Steps 3-4 are necessary to clear out the balance on the invoice.
5. Go back to the original invoice and make sure there is no balance.
6. Click **Add an adjustment invoice** to create another adjustment invoice.
7. On the adjustment invoice screen, click **Update invoice details**.
8. On the *Update Invoice Details* screen, select the correct customer on the *Bill To* field.
9. When finished, click **Save**.
10. Add the same tasks and payments from the original invoice.
11. When finished, click **Save**.

## Change Bill To customer on invoice with a payment

To change the Bill To customer on an invoice with a payment, make sure the payment and invoice batches are not posted. If they are already posted, [unpost the payment and invoice](https://help.servicetitan.com/docs/batch-post-and-export-transactions#can-i-unpost-a-batch) before changing the Bill To customer.

To change the Bill To customer on an invoice with a payment:

1. Go to the invoice record and delete the payment by clicking the **Delete** icon.
2. Note the check number for reference.
3. Go to the work order record.
4. Update the Bill To information in the work order.
5. Go back to the invoice and refresh the page.
6. Verify the Bill To information updated correctly.
7. Click **Collect and Apply Payment** to recreate the payment.
8. Go back to the Accounting section from the navigation bar.
9. Open the original payment batch.
10. Find the payment in the unbatched list and batch it.
11. Post both the payments batch and invoices batch.
12. Confirm the Bill To information shows correctly on the invoice.

## Want to learn more?

- See [Manage Work Orders](/commercial/docs/jobs-and-projects-home#manage-jobs)