Putting question to the group - Changing bill to for each location

lnorse5588
New Contributor III

I have searched and can not locate the information I am looking for but I know I can't be the only one.

So,  We have property management companies that have multiply locations and each location invoices must have on the bill to the HOA name C/O the property management company.

Is it possible to change the bill to for each location?  Right now I download to a PDF and modify it there.

Please help....

 

3 REPLIES 3

brandy_a
New Contributor III

You could try naming EACH location name with the billing details that you need.

koiring
Contributor

We are using the Document Template Manager.  In the bill to field on the invoices we pull as follows:

<Location Name>

c/o <Customer Name>

Address...

So in the location name - if they need the Name of the building to include the CCN we do so.

Hope that helps.

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Could you use the customer PO field? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating