Question:
Does ServiceBox allow for performing work for one customer but billing another entity?
Answer:
Yes, ServiceBox allows for performing work for one customer but billing another entity. This can be achieved by using the "Billing Contact" feature in ServiceBox. You can add "billing" contacts onto a customer or job site, and at the invoice level, you can select one of these contacts to print in the 'bill to' area instead of the normal customer information. This feature is useful for situations where the job site and work order are related to one customer, but the billing needs to go to a different name and address 1 . For more information, you can refer to the article here under the section "Billing Contact"
Feature Activation and Training:
To make the Billing Contact feature work, we need to turn it on first. At ServiceBox, we want to make sure our customers understand how to use our tools. That's why we like to activate this feature while we're having a training session with you. This way, we can show you how it works and make sure you know what it's for and how to use it. It's a careful way to help you get the hang of the feature without any confusion.
The Billing Contact feature involves nuances that are best explained in a structured training environment. By avoiding uninformed experimentation, we aim to save both your time and ours, facilitating a more efficient and successful implementation of the feature.
To make the transition seamless, please book an Admin Training Meeting at https://outlook.office365.com/owa/calendar/ServiceBox@jobboxsoft.com/bookings/
We anticipate that the training session will take only 15-30 minutes, ensuring minimal disruption to your schedule. This meeting will equip you with the knowledge and skills needed to effectively leverage the Billing Contact functionality, enhancing your invoicing efficiency.