Submit Your Suggestions for Viewpoint for Projects

Ability to change the Bill To on a SM Invoice without voiding the original invoice

Periodically, we have invoices that need to be adjusted to another customer account. Most of the time the "new" customer has seen the original invoice and therefore no different rates will apply - just changing the "Bill To". Would love to be able to just change the "Bill To" without having to void the original invoice and rebill it.

  • Ashley Wood
  • May 19 2021
Company EMCOR, Batchelor & Kimball, Inc.
Job Title / Role Service & Controls Billing Associate
I need it... 1 month
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