The Bill To feature allows you to complete a sale for one customer, while billing the payment to another customer or organization. To use Bill To, follow the steps below:
Configure Your Store
To get started, you'll need to make sure that your store has the Bill To feature enabled.
Navigate to the Store Configuration tab in the left-hand menu.
Go the Store Accounts tab. Check the boxes next to Customer Store Account and Enable Bill To.
Note: (Optional) Check the box next to “Show Bill To” to display the billed party on customer receipts.
Click Save to keep any changes made.
Use Bill To
From the sales screen, click Add Bill To.
Enter the name of the person or company responsible for the bill. (Note that the billed party must already have an active account in your store).
Select Store Account as the payment type. Click Complete Sale to finalize.
Note: If enabled, the receipt will list:
Sold To: The customer purchasing the item(s).
Billed To: The person or organization paying for the sale.
Reporting on Bill-To Sales
From the Dashboard, navigate to Reports.
Select Store Accounts. Then, Store Account Statements.
Use the Customer filter and locate the Bill-To customer (the person who paid for the sale).
In the Pull Payments and Sales By section, select Sale Date from the drop down menu. Then, Submit the report.
The Comment field will show the customer attached to the sale, as well as who was billed.