Bill someone other than the customer

How to send a roofing invoice to a landlord, property manager or spouse instead of the homeowner — still at the job address, with whose roof it was shown.

1. 1

   Open the job

   Jobs → the job → “Job details & customer.”

2. 2

   Fill in Customer billing

   Under the customer fields there's a “Customer billing” pair — Bill to (name) and Bill to (phone). Leave them blank to bill the customer normally.

3. 3

   Save

   Any invoice on that customer is now addressed to the billing name and phone instead — still at the job's address, with a small “Job for <customer>” line so it's clear whose roof it was.