There are two billing scenarios:


IMPORTANT: These settings will only apply to New Invoices. 

They will not change existing invoices.

To change existing invoices (once you have made changes as below) the invoice will need to be Open and you can use the 'Fix' menu option at the invoice to change Billing Detail




Scenario 1. Create an invoice for Bill the contact in the database

  1. Add the contact/find them
  2. Create an invoice

Scenario 2. If you try to bill a contact in the database, don't allow it. Insead bill someone completely different


1. Add the contact to bill into the database



2. Add the contact you don't want to bill into the database...



... and then go to the 'Customers' tab and select 'Change Billing'




Change Billing gives you three options:


Option 1. CREATE INVOICE FOR ANOTHER CONTACT

The original contact is not going to get billed.

However if you select option 2... the invoice/job sheet/packing slip despatch details will have the original contact on them


Option 2: Place the Current Contact's details in the Despatch To area (See Option 1)


Option 3: ONLY PUT BILLING ON ANOTHER CONTACTS STATEMENT

The invoice will be created for the original contact but when the invoice is closed, the values will appear on another contact's statement



Example Usage:

You do work for a property management company. They want you to look after 50 of their properties.


  1. Add the Property Company to the database
  2. Add the property to the database
  3. At each property entry, select 'Customers' tab and select 'Change Billing'
  4. Select Option 1 but also tick Place the Current Contact's details in the Despatch To area