Change Bill To customer on job or projectLast updated on 01/23/2023
You can bill a different customer on a job 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 job or project performed at the tenant’s location.
Note: You cannot change the Bill To customer on a job or project if the invoice is already batched, posted or exported.
Change Bill To customer on job record
Search for and open the job record.
Find the Bill To details and click Edit .
Select the customer you want to bill for the job.
When you're done, click Save.
Change Bill To customer on project page
Search for and open the project page.
In the Project Details panel, under Bill To, click Edit .
Select the customer you want to bill for the project.
When you’re done, click Save.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.