There are two different ways to update the bill-to information for a customer so that it displays the parent customer on the invoice and invoice PDF.
If you change the billing details through the invoice, it will only update the bill-to information for that individual invoice.
If you change it in the customer profile, all future invoices will include the updated bill-to information.
This section will highlight how to update the bill-to information from the customer profile.
To display only the parent customer on the invoice's bill-to field, you will need to access the View Customer pop-up window's "Billing" tab. For more information about this tab, please see the View Customer page:
On this tab, click on the Pencil icon in the "Default Billing Details" panel.
The Edit Billing Details pop-up window will then appear:
In the "Send Bill To" drop-down, select the "The Parent Customer" option to confirm that the bill-to customer should be the parent customer.
Please note that this setting will only apply to future invoices; it will not update existing invoices.
There are two different ways to set the bill-to information to another customer (without having to create a parent-child relationship).
There are two different ways to set the bill-to information to another customer (without having to create a parent-child relationship).
There are two different ways to set the bill-to information to another customer (without having to create a parent-child relationship).
This section will highlight how to update the bill-to information from the customer profile so that it is sent to another customer without having to create a parent-child relationship between the customers.
To display another customer on the invoice's bill-to field, you will need to access the View Customer pop-up window's "Billing" tab. For more information about this tab, please see the View Customer page:
On this tab, click on the Pencil icon in the "Default Billing Details" panel.
The Edit Billing Details pop-up window will then appear:
In the "Send Bill To" drop-down, select either:
The "Another Customer" option (if the customer is registered in your MobiWork account). By clicking on the asterisk (*) key from your keyboard, you will be able to see all your customers stored within MobiWork.
Or the "Other" option (if the customer is not registered in your MobiWork account). If this option is selected, input the billing name and email address (if it is different from the primary contact email address).
Click the Save button to confirm the updated bill-to information.
Please note that this setting will only apply to future invoices; it will not update existing invoices.
You can update the billing details so that it applies only to the selected invoice; this will ensure that any future invoices' bill-to information will remain unchanged.
To accomplish this, you will first need to open the View Invoice pop-up window. For more information about this pop-up window, please see the View an Invoice page.
On the View Invoice pop-up window, click the Pencil icon on the "Bill To" panel:
The Billing Details pop-up window will then appear. In this pop-up window click on the click the Pencil icon:
The Edit Billing Details pop-up window will then appear; this pop-up window is identical to the one that you can access from the customer's profile:
In this pop-up window you will be able to update the billing details for the specified invoice.
From the "Send Bill To" drop-down, select the desired recipient for the invoice:
You can choose to use the default customer.
You can select the parent customer, if the selected customer has a parent-child relationship with another customer.
You can select another customer (if the customer is registered in your MobiWork account). This option will allow you to bill another customer without having to create a parent-child relationship between the customers.
Or you can select the "Other" option if you would like to use a customer that is not registered in your MobiWork account.
If you would like to update the bill to information for all future invoices, you will need to update the billing information from the customer profile.
You can update the billing details so that it applies all to future invoices. To accomplish this, you will first need to open the View Customer pop-up window's "Billing" tab. For more information about this pop-up window, please see the View Customer page.
On this tab, click on the Pencil icon in the "Default Billing Details" panel:
The Edit Billing Details pop-up window will then appear; this pop-up window is identical to the one that you can access from the customer's invoice:
From the "Send Bill To" drop-down, select the desired recipient for the invoice:
You can choose to use the default customer.
You can select the parent customer, if the selected customer has a parent-child relationship with another customer.
You can select another customer (if the customer is registered in your MobiWork account). This option will allow you to bill another customer without having to create a parent-child relationship between the customers.
Or you can select the "Other" option if you would like to use a customer that is not registered in your MobiWork account.
Please note that this setting will only apply to future invoices; it will not update existing invoices.
If you would like to update the bill to information for a specific invoice, you will need to update the billing information from that particular invoice.