ServiceBox allows you to designate specific contacts as billing contacts for a customer. This helps streamline invoicing by allowing 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:
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Contact the ServiceBox support team and request that they activate the Billing Contact feature for your subdomain.
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Once activated, you will see a new column called Billing Contact in your settings under Customer > Contact Types.
Step 2: Set Up a Billing Contact Type
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Navigate to Settings > Customer > Contact Types.
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Click Add to create a new contact type.
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Ensure the contact type is set to:
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Active
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Billing Contact (toggle enabled)
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Step 3: Assign a Billing Contact to a Customer
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Open the customer profile.
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Navigate to the Contacts tab.
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Select the desired contact from the list.
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A panel will appear on the right.
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From the list of contact types, choose the Billing Contact type you just created.
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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:
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A dropdown will appear allowing you to select a Bill To contact.
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Choose the appropriate billing contact from the list.
Step 5: View the Billing Contact on 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.