Invoice a Third Party and NOT the customer?
We carry out repairs for customers but the repair is chargeable to their insurance company and NOT them. How can we create the customer and ticket as normal (so we can make full use of canned responses and Marketr etc) but at the final stage when creating the invoice select for it to invoice a Third Party / Client / Contract?
Mark @ Apple Repair Co.
shared this idea
This just went live. You can now change the Bill To customer on an unpaid invoice so they’re different than the ticket customer.
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Glen Coffield
commented
Yes really need separate bill to ship to . Having issues. We have a leasing company an dthe bill to needs to be them and ship to the client and it needs to be this way for us to get our money
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Warren Bull commented
Danial Koster - please suggest this as a feature request because it would be a fantastic feature. We have hundreds of subcontract clients and a simple tick box would eliminate a lot of human error from the process!
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Bill Hamilton
commented
Yeah! Now we need a way to show this on the invoice... a seperate "Ship To" or "Serviced At" box on the invoice would be great. We tried adding this today via the invoice template but couldn't find where to pull the appropriate info from.
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Daniel Koster
commented
I think this feature needs to be both on demand (for an insurance claim) and also per customer. I do a significant percentage of work as a subcontactor for other companies. I'd like to keep my tickets tied to the actual customer name, but I don't want that customer to see the invoice (or labor rate that I'm charging).
Which makes me realize...when invoicing an insurance company, I would want the client to see the invoice and realize what the cost is that they aren't directly responsible for. But as mentioned before, the invoicing for a subcontract job needs to stay completely independent.
Perhaps a two fold solution is needed..a one time per invoice option to change billing name/address/contact info (and copy the client)...and some kind of subcontractor management tools so that I can edit a customer, mark "Subcontract" and choose the other client record that is the owner of that job. Then invoices and labor automatically go to an invoice to the other client record and never shows up in the client's web portal.
Bonus points if you make the ability to create a standard invoice for the client that overrides the subcontract status, such as when they are being invoiced directly for any parts/hardware while the job owner is being invoiced for labor.
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Martin Albrechtsen
commented
Yes that woud be a great feature, we sometimes drive as sub contrators, and that would be nice here too
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larren
commented
I would also like this feature.