Bill-to destinations (bill someone other than the customer)

What this does

Lets a document be billed to someone else on the customer’s behalf (a property manager, an insurer, a head office) while the customer still owes the balance. The bill-to’s name, address and PO number print on the invoice.

Before you start

You need permission to manage customers. You can also add a bill-to while sending a document, which is usually when it comes up.

Steps

1. Open the customer. On the Overview tab, scroll to Billing → Bill-to destinations and click Add.
2. Fill in the New bill-to form:
   • Name or company (required) and Company (if different).
   • Attention (for example “Accounts Payable”).
   • Email (required) and Copy to (optional; separate several addresses with commas).
   • Phone (optional) and PO / reference.
   • Street address, Suite / unit, City, Province / State, Postal / ZIP, Country.
3. Optional: tick Make this the default for this customer.
4. Click Save (or Cancel).

What happens next

• When you send an estimate, work order or invoice for this customer, you can pick this bill-to.
• Editing a bill-to doesn’t change documents already sent: each document keeps the details it was sent with.

Related articles

• Add a contact or another address to a customer
• Tour of a customer’s page