Sometimes the organisation a job sits under isn't who you actually bill. Synergist lets you send invoices to a different organisation while leaving the job record untouched. This is useful when a job belongs to a subsidiary but the parent company handles payment, or when a client operates several entities and you need to bill a specific one.
This article explains how to invoice a different organisation, how to reverse it, and what happens to invoices you've already raised.
How to set it up
- Open the job.
- Go to the Invoices tab.
- Select Invoice to different organisation in the top left.
- Choose the organisation you want to invoice from the list.
Once set up, the Invoices tab shows the name of the organisation invoices will go to, with a small X next to it.
Reversing this setting
To stop invoicing the different organisation and go back to the original one, select the X next to the organisation name. This can be done at any time.
What happens to existing invoices
Setting or changing a bill to organisation only affects new invoices. Any invoice you raised before making the change stays with whoever it was invoiced to at the time.
Tips
- This setting is fully reversible. Switch between organisations as needed without affecting invoices you've already raised.
- Double-check which organisation is selected before you raise an invoice. The moment it's created, that choice is locked in.