How do I Produce an Invoice for a Customer c/o of a Real Estate or Strata Company?
The best way to address this requirement is to set up two customers.
The first customer should be set up as the real estate company. You'll also want to add a Site to this customer record for the property location of where the work is being carried out. This will allow you to create the job record and consolidate the work under the real estate company.
A second customer should be set up to address your invoice to the property owner care of the real estate company.
When generating the invoice for the job, the system will automatically pull the first customer's details. You can then overwrite this with the second customer's details. Below is a guide on how to do this.
First, create the job and assign the first customer (real estate company) and the site (location for where the work is being carried out). As an example, we've added Real Estate Company as the customer and Joe Blogs as the site.
Once you've completed the work, raise an invoice as you normally would. Whilst the invoice is in a draft state, change the customer to that of the second customer created. As an example, we've input Land Lord c/o Real Estate Company.
Once this is done, you will see that the invoice is now for a different customer while the job is still recorded as being completed for the Real Estate company. Below is an example of how the PDF version will look.