Overview
ServiceTitan’s Property Management Billing feature lets you set up billing so invoices go to a property owner without changing the initial job customer. This is useful when a customer oversees many properties but prefers to receive all invoices through a single customer.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
In order for invoices to be automatically billed to the property owner, the Location Record must have a property owner assigned to it.
Even after the automatic update to the property owner upon job completion, you can still manually update the Bill To customer directly on the invoice.
You can only assign one property owner for each Location Record.
How Property Management Billing works
When enabled with an assigned Property Owner in a Location Record, invoices for a job automatically update the Bill To customer upon job completion. This saves you time by eliminating manual updates of the Bill To customer on every invoice, ensuring accurate billing details for each job location.
Enable Property Management Billing
Go to the navigation bar and click Settings
.In the side panel, go to Invoicing > Configurable Billing.
On the Configurable Billing screen that opens, turn on the Enable Property Management Billing toggle.
Assign a property owner to a location
Search for and open the Location Record you want to assign a property owner to.
On the Location Record, click More
> Edit Location.
On the Edit Location screen that opens, assign a customer in the Property Owner field.
When finished, click Save.
Manually change the Bill To customer on an invoice
If a Location Record doesn’t have an assigned Property Owner, and you need to invoice a property owner after completing a job, edit the Bill To customer manually from the invoice record.
Search for and open the invoice that needs to be updated.
On the Invoice screen that opens, click Edit
next to the Bill To customer.
On the popup that opens, select a customer in the Bill To field.
Click Edit Bill To to save your changes.
On the invoice record, the Bill To customer updates to the customer you just assigned.
Note: A yellow icon on the Bill To customer indicates that the Bill To customer is not associated with the job customer.
