Bill-To Reference Labels

This guide explains how to add and manage Bill-To References in your LetterStream account. Bill-To References are useful for organizations that need to associate invoices with specific clients, departments, or internal codes for billing purposes.

In This Article

• What Is a Bill-To Reference?
• Adding a Bill-To Reference to a Job
• Managing Your Bill-To References
• Important Notes

What Is a Bill-To Reference?

A Bill-To Reference (also known as a Bill-To Label) is an identifier—such as a name or code—that appears on your job invoices. This helps you track and assign costs to the appropriate party, making internal billing and client reporting more efficient.

Adding a Bill-To Reference to a Job

When creating a new job in LetterStream:

1. Navigate to the Create New Job screen.

   Under Advanced Options, In the Bill-To Reference section:

   • Select an existing reference from the dropdown menu, or
   • Enter a new reference name or code.

This reference will be included on the invoice for that job, providing clarity on billing assignments.

Managing Your Bill-To References

To add, rename, or delete Bill-To References:

1. Hover over My Account in the top navigation bar.

2. Click on Billing Information.

   Use the Bill-To Label Manager to:

   • Add new references.
   • Delete old or unused references.
   • Rename a reference by deleting the old one and adding a new one with the desired name.

Note: Deleting a Bill-To Reference does not affect past jobs. Invoices for those jobs will still display the deleted reference name.

Important Notes

• Bulk Uploads: LetterStream does not support bulk uploading of Bill-To References. Each reference must be added individually using the Bill-To Label Manager.
• Video Tutorial: For a visual guide on adding Bill-To References and other options, watch this short video: Extra Options Video.

If you need further assistance, please contact LetterStream Support.

Getting Started