Create two invoices that are tied to a single jobLast updated on 03/22/2022
An invoice generated for a job contains a single Bill To customer. To bill multiple customers for a single job, you can create two invoices that are tied to a single job with different Bill To customers by creating an adjustment invoice.
Things to know
The total balance on each invoice should be reflective of the total balance for the Bill To customer.
The invoice print will be separate given that the Bill To for each invoice is different.
If you click the Print icon from the adjustment invoice, it will only print the adjustment invoice with the different Bill To.
If you have the configuration Enable separate print adjustment invoices for another contact enabled, then clicking on the Print icon from the original invoice does not include the adjustment invoice.
If you have the configuration Enable separate print adjustment invoices for another contact disabled, then clicking on the Print icon on the original invoice will include the adjustment invoice.
The original invoice is tied to the job and is linked to the adjustment invoice after it is created.
The adjustment invoice includes the second customer you want to bill for the job and it is linked to the original invoice.
Create two invoices that are tied to a single job
When you create two invoices that are tied to a single job, one invoice lists the customer as the Bill To name on the invoice, and the second invoice lists the warranty company as the Bill To name on the invoice.
To create two invoices that are tied to a single job:
Go to the invoice associated with the job.
From the side menu, click Add an adjustment invoice.A confirmation pop-up opens.
Click OK. An adjustment invoice is created.
Click Update invoice details.
From the Bill To dropdown select a customer.
When you are finished, click Save.
You now have two invoices that are tied to a single job. The original invoice is used for any balance owed by the customer, and the adjustment invoice is used to bill the second customer for the same job.
Add additional tasks to the job
After creating the adjustment invoice, you can edit each invoice. For example, in the adjustment invoice you can add line items that describe what work was performed at the service location. For more, see Edit an invoice.
Want to learn more?
Go to Create an adjustment invoice for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.