📄 How to Link a Third-Party Billing Customer to a Site Customer

Sometimes the party responsible for paying the invoices is different from the site or property where the work is carried out. In Ascora, you can easily link a Site Customer (e.g., a tenanted property) to a Billing Customer (e.g., a real estate agency or property manager). This setup keeps your records organized and your invoices directed to the correct payer, without losing track of the work performed on-site.

Use the following steps to link two separate customer records—one for the service location, and another for billing—so that jobs, quotes, and invoices flow through Ascora as seamlessly as possible.

📽 Watch the video guides ⤵

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1. Open the Customer Card

• Click the Customers icon in the top menu to display the Customer List.

• Select the Site Customer (e.g., the tenanted property) for which you want to add a separate Billing Customer.

1. Access the Details Tab

• Within the selected customer record, go to the Details tab.

• Scroll down to the Admin section.

1. Select the Billing Customer

• Click the Select button to open the Select Billing Customer popup.

• Either search for the existing Billing Customer or click Create New if you need to add a new customer record for billing purposes.

1. Confirm and Save

• Once chosen, the Billing Customer’s details will appear in the Admin section of the Customer Card.

• Confirm the information is accurate, then save your changes.

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