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Billing Contacts - User Guide

Assign dedicated billing contacts to customers and streamline your invoicing workflow in ServiceBox.

ServiceBox allows you to designate specific contacts as billing contacts for a customer. This helps streamline invoicing by enabling users to select a "Bill To" contact when generating invoices from work orders.

Step 1: Request Feature Activation

To begin using the billing contact feature:

  • Contact the ServiceBox support team and request that they activate the Billing Contact feature for your subdomain.

  • Once activated, you will see a new column labelled 'Billing Contact' in your settings, located under Customer > Contact Types.

 

Step 2: Set Up a Billing Contact Type

  1. Navigate to Settings > Customer > Contact Types.

  2. Use the blank row to create a new Contact Type, or click the edit icon next to an existing contact type

  3. Ensure the Billing Contact box is checked off

  4. Click the green checkmark icon to save
Screenshot 2025-07-10 132439

Step 3: Assign a Billing Contact to a Customer

  1. Open the customer profile.

  2. Navigate to the Contacts tab.

  3. If the Contact hasn't been assigned a contact type, a blank space will appear between the date on the right side (see Lydia Deeds in the screenshot below). If the Contact has been assigned a Contact Type, it will be displayed on the right side, underneath the date (see Otho Fenlock below).

    Screenshot 2025-07-10 133120

  4. Select the desired contact from the list.

  5. A panel will appear on the right.

  6. From the list of contact types, choose the Billing Contact type you just created.

  7. Click Save.

✅ You can assign multiple billing contacts to a customer, if needed.

 

Step 4: Create an Invoice with a Billing Contact

When creating an invoice from a work order for a customer with assigned billing contacts:

  • A dropdown will appear, allowing you to select a Bill To contact.

  • Choose the appropriate billing contact from the list.

 

 

Step 5: View the Billing Contact on the Printed Invoice

The selected billing contact will appear in the Bill To section on the printed invoice, as shown in the example screenshot.

 

Need Help?

If you need assistance enabling the billing contact feature or assigning contact types, reach out to our support team at support@jobboxsoft.com.