Understand Multi-Party Billing

Overview

ServiceTitan’s Multi-Party Billing feature lets you move invoice items to a new or existing adjustment invoice, allowing you to split the invoice and bill multiple customers under one job.

Things to know

• In order to split an invoice, the Location Record must have a tenant assigned to it. 

• You can only assign one tenant to each Location Record.

• You can only move invoice items to adjustment invoices.

Use cases

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

• While performing a service or maintenance job on a property, a technician upsells a service to the property tenant and the tenant agrees to pay the additional upsell cost.

How Multi-Party Billing works

With Tenant assigned to a service Location Record, enabling this feature allows splitting an invoice by moving items to a new or existing adjustment invoice. The new or existing adjustment invoice automatically updates the Bill To customer to the assigned tenant. This saves you time from having to manually add invoice items when creating adjustment invoices and billing multiple customers.

Enable Multi-Party Billing

You must have admin privileges to access the Configurable Billing option.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Invoicing > Configurable Billing.

3. On the Configurable Billing screen that opens, turn on the Enable Multi-Party Billing toggle.

Assign a tenant to a location

1. Search for and open the Location Record you want to assign a tenant to.

2. On the Location Record, click More > Edit Location.
   

3. On the Edit Location screen that opens, assign a customer in the Tenant field.
   

4. When finished, click Save.

Split an invoice to bill multiple customers

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

2. On the Invoice screen that opens, select the invoice items you want to move to another invoice and click Move invoice items.
   

3. On the Move invoice items popup that opens, select the invoice to which you want to move the items.

   Note: You can choose to create a new adjustment invoice to which you can add the invoice items or add invoice items to an existing adjustment invoice.

   

4. Click Move items. The invoice record updates to include the adjustment invoice with the newly added invoice items.
   

5. If the job location has a tenant assigned to it, the tenant is automatically assigned as the Bill To customer on the adjustment invoice.

Want to learn more?

• See Commercial

• See Understand Property Management Billing

• See Manage property management customers