Bill-To Reference Labels

Getting Started

This article covers the Bill-To Label option (sometimes referred to Bill-To Reference).

This option is a way you can add something extra onto your invoices if you need to be able to show who the invoice belongs to. Organizations who need to provide the invoice or bill another party for the cost typically use this option to help them

In This Article

When you create a new job you will be able to add a new or select an existing Bill-To reference on the Create New Job screen.

The Bill-To Reference option will include additional information on the job invoice such as a code or name for your reference which provides insight into who that invoice belongs to.

You can use the Bill-To Label Manager to manage your Bill-To references by hovering over My Account and then clicking the Billing Information option.

Here you are able to add new Bill-To references or remove old ones.  In the event that you simply need to re-name a Bill-To reference, you can simply delete the one that needs to be re-named and then add the new one.  This will not have a negative impact on the past jobs that the deleted Bill-To reference was used.  It will still show the deleted Bill-To reference name on those invoices.

Additionally, we do not support a bulk upload option for Bill-To labels, so if you have multiple Bill-To labels to add the easiest way is to use the Bill-To Label Manager which allows you to quickly add/delete your labels.

For more information, watch this short video about extra options. https://youtu.be/Pazs4XgpKhA*

*Please Note: The expedite option mentioned in the beginning of this video is now located in the shopping cart.