Changing a customers billing location

HHertziger
New Contributor II

I have one customer who became our customer in April of 2022 at location A.  This year she bought location B and still owes A.  She now lives in B and her daughter lives in A.  She wants B to be the billing location.  How do I change her account so that B is the billing location and A is a secondary location?  

1 ACCEPTED SOLUTION

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
  1. Create location B as a new location under her customer profile
  2. Edit customer profile to update it to location B
  3. Change name of location A to be Daughter's name if you wanted

By doing this, the bill to will become location B for all the locations for that customer.  Hope that makes sense!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

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1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
  1. Create location B as a new location under her customer profile
  2. Edit customer profile to update it to location B
  3. Change name of location A to be Daughter's name if you wanted

By doing this, the bill to will become location B for all the locations for that customer.  Hope that makes sense!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning