Does ServiceBox Allow for Performing Work for One Customer but Billing Another Entity?
Question:
Does ServiceBox allow for performing work for one customer but billing another entity?
Answer:
Yes — ServiceBox allows you to perform work for one customer while billing a different entity using the Billing Contact feature.
This is especially useful in scenarios where the job site and work order are linked to one customer, but the invoice needs to be addressed and sent to someone else (like a property manager or parent company).
With the Billing Contact feature, you can:
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Add designated billing contacts to a customer or job site.
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Select one of these contacts at the invoice level to appear in the "Bill To" section instead of the default customer name and address.
Feature Activation and Training:
This feature is not enabled by default. To help you get the most out of it, we recommend activating it during a short training session with our team.
Why we do this:
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The Billing Contact feature includes important nuances.
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Training ensures you understand how and when to use it.
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It prevents costly billing mistakes due to incorrect setup or use.
To get started, book a quick 15–30 minute Admin Training Session here:
📅 Book Training Now
Our team will guide you through the setup and best practices so you can confidently use the feature and streamline your invoicing process.
Need Help?
If you have questions before booking a training session, feel free to email us at support@jobboxsoft.com. We're here to help.