Bill Multiple Parties for Field Service

Learn how to bill multiple parties for field service.

Usually, the customer at the debrief header level is charged for parts, labor, and other expenses incurred on the service work order. However, you can bill multiple parties for the same service work order by changing the customer, account, and bill-to address at the individual debrief lines. When a different customer, account and bill to address is added to a debrief line, a matching sales order line is created to generate the invoice for the newly added customer details.

To create charges against multiple parties:

1. Open the service work order in the Manage Work Orders and Charges page. Click Charges.
2. To see the default billing details for each item, click View, then Columns. Select the check boxes for customer, account, and bill-to address.
3. To charge a different customer for an expense incurred, select the debrief line, and click the Bill To Details icon that's displayed on that debrief line. The Bill to Details dialog box appears. You'll see the default values that are derived from the debrief header.
4. Select your customer, account, and bill-to address from the list of values. Note that the debrief charge lines are priced based on the bill to details at the line level. Any additions or changes to the charge lines effect the total line amount and pricing is re-calculated to ensure that the correct amount is used for invoicing.