[SM] Billing a Customer in SM

Occasionally, you may need to bill a different customer for services rendered—for example, billing a building tenant or owner instead of the company for which the work was performed.

Steps:

1. During Work Order Setup:

   • Specify the customer to receive the AR invoice in the Work Order.

   • The customer must exist in AR as an AR Customer but does not need to be listed as an SM Customer.

2. During Invoicing:

   • If you need to bill a different customer at the time of invoicing, this can be done in SM Invoice Review.

   • Select the appropriate Bill To customer before posting the invoice.