How to Separate Customers that should have never been under the same Billing account?

[NexgenLV]

I have 3 locations under the same billing profile. All 3 locations need to be made into their own separate accounts. How does one do this? 

[AmberC]

@NexgenLV This Knowledge Base article will walk you through the above if needed! https://help.servicetitan.com/problem-solution/2B27iqdXhfqby10mIUmvrW

[rstare · Accepted solution]

Create the 3 new customers - go to the initial location pages you're referring to - hit the edit pencil and you can assign those locations to the new customer(s) you created (assuming they're new and not already in the system)

[NexgenLV]

Thank you! I believe this would work if the invoices hadn't been already exported :[ Will keep this in mind for future reference!

[rstare]

Yeah, unfortunately that's one of those things that can't be updated after export. What you could after you have the correct customer/location set up is open the effected invoices, use a task to zero that invoice out, then create an adjustment invoice and change the bill to on the adjustment invoice. Note that the ability to do that does require a special back end config, you may or may not have turned on, you'd have to check with your CSM. But then at least you could get those ones that have already been completed and exported fixed.