Service Titan Knowledge Base

Bill multiple customers for one invoice Last updated on 03/02/2023

You can bill multiple customers for one invoice by applying an adjustment invoice. This helps you manage multiple bills for one invoice in a consolidated way to ensure each customer that is billed is receiving the correct one.

Use cases

  • Property management companies are splitting the cost of the project with the tenant or property owner.  

  • Property management company changes mid-project for a location and the new property management company agrees to pay the remainder of the invoice balance.

  • Warranty work where parts of a project are billed to a third party. 

Split the bill on an invoice

  1. Search for and open the invoice you want to bill.  

  2. From the side menu, click Add an adjustment invoice. The adjustment invoice opens. 

  3. From the side menu, click Update invoice details

  4. Click the Bill To field and select the customer you want to bill the portion of the invoice to.

  5. When you’re done, click Save.

  6. From the side menu, you can click Add a task, Add a material, or Add equipment depending on what you want to bill the customer for from the original invoice. The corresponding screen opens.

  7. Enter item details.

  8. When you’re done, click Save

  9. Click the invoice number at the top to go back to the main invoice.

  10. In the Tasks section of the invoice, delete the items you added to the adjustment invoice so you don’t bill for the same item twice.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.