Overview
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.
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
Residential businesses
Commercial businesses
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: 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 if it's closed and close the period again after you make your changes.
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.
Change Bill To customer on an exported invoice
Typically, you cannot change the Bill To customer on a job 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 job 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
Search for and go to the invoice that needs to be corrected.
On the invoice screen, click Add an adjustment invoice.
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: Make sure the unit price is positive. Adding a negative unit price will double your balance.
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: Steps 3-4 are necessary to clear out the balance on the invoice.
Go back to the original invoice and make sure there is no balance.
If the job associated with the invoice has not yet been completed, cancel the job.
Create a new job similar to the original job.
On the job screen, change the Bill To customer to the correct customer.
When finished, save the job.
Option 2
Search for and go to the invoice that needs to be corrected.
On the invoice screen, click Add an adjustment invoice.
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: Make sure the unit price is positive. Adding a negative unit price will double your balance.
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: Steps 3-4 are necessary to clear out the balance on the invoice.
Go back to the original invoice and make sure there is no balance.
Click Add an adjustment invoice to create another adjustment invoice.
On the adjustment invoice screen, click Update invoice details.
On the Update Invoice Details screen, select the correct customer on the Bill To field.
When finished, click Save.
Add the same tasks and payments from the original invoice.
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 before changing the Bill To customer.
To change the Bill To customer on an invoice with a payment:
Go to the invoice record and delete the payment by clicking the Delete icon.
Note the check number for reference.
Go to the job record.
Update the Bill To information in the job.
Go back to the invoice and refresh the page.
Verify the Bill To information updated correctly.
Click Collect and Apply Payment to recreate the payment.
Go back to the Accounting section from the navigation bar.
Open the original payment batch.
Find the payment in the unbatched list and batch it.
Post both the payments batch and invoices batch.
Confirm the Bill To information shows correctly on the invoice.