Sometimes you'll need or want to invoice a 3rd party for a client appointment, set of appointments or merchandise you've sold. e.g. an insurance company for workers compensation claims & services.
You can do this with BetterHQ.
Invoice a 3rd Party from the Pay/Invoice Screen
When you're ready to invoice for the services & merchandise rendered and the client has unpaid sales follow these steps:
Find the sale you want to create the invoice for.
Click Take Payment
Complete the details to be included on the invoice
Bottom right, 'Additional Options', select 'Bill To Details'
'Update Billing Details' popup will display
Select the party you want to invoice, confirm the details are correct
'Update Billing Contact'
Complete the invoice creation steps. The details as selected on the 'Update Billing Details' screen will appear on the invoice, along with the client details so the 3rd party know who the services and merchandise was provided to.
Fields to include on the 3rd Party Invoice
Select what billing contact fields to include on the billing contact invoices.
Go to Clients > Billing Contacts
Click '+Add Contact' or select a pre-existing billing contact to edit.
Use the tick boxes on the right hand side to select the billing contact fields you want displayed on the client invoice when creating a 3rd party invoice.
Set Default 3rd Party Biller for Client's
If you would like to Invoice the same 3rd Party for a particular client, you can do so by making them the default biller in the client's invoice settings.
Go to the Clients > Select the Client > Client Details Page
Click the red 'Invoice Settings' button.
Select the default billing contact from the dropdown menu to display as default when creating invoices for this client. Learn how to Add a Billing Contact for 3rd Party Invoicing here.
On this popup you can also select the client fields you wish to appear on the invoice by ticking the checkboxes.
On the Pay/Invoice pop-up screen, the 3rd Party Biller will be visible in the banner and be the default for any sale for that client. If you don't want the 3rd Party Biller to be invoiced for a particular sale, click the bin icon next to the biller's name in the banner.
Email 3rd Party Biller Directly from Pay/Invoice Screen
Once a default 3rd Party Biller has been set for a client, you can choose to email the invoice to them and/or the client from the Pay/Invoice Screen.
Launch the Pay/Invoice screen for a sale
Complete all invoice details
An Email Invoice pop-up will appear, use the checkboxes on the right hand side to select if you would like the invoice to be sent to the client email and/or the billing contact email.
Tags: 3rd Party, Invoice, Default