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Setting a Different Billing Contact (Bill To Functionality)

Use the Bill To feature in Notifi to send estimates or invoices to a different contact than the one receiving the service. Perfect for situations involving landlords, property managers, or insurance companies handling payments.

Robert Prasher avatar
Written by Robert Prasher
Updated over 3 months ago

  1. Make sure both contacts are added to your Notifi account under Contacts.
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  2. Open the customer record where the job or estimate is being created.
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  3. In the Customer Summary, find the Bill To field and click
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  4. Add Contact.

  5. Search for and select the correct billing contact from the list.
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  6. The chosen contact will now appear as the Bill To recipient.

Use Case

The Bill To feature lets you separate the service contact from the billing contact. For example:

  • When a landlord pays for tenant work.

  • When an insurance provider covers the service cost.

  • When a property manager or business handles billing on behalf of the client.

All estimates and invoices created for that job will automatically be addressed to the selected Bill To contact.

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