For each property, you can select or create a billing contact that is different from the service contact. This is useful in cases where you service a property with a tenant (i.e. service contact) and a landlord or property manager (i.e. billing contact). When creating invoices for this this property, the billing contact is used. If you do not see the Billing contact field when editing a property, it is likely because invoicing has not been enabled for your account. Enabling invoicing is a prerequisite for accessing this feature.
By default, the billing contact for a property is the same as the service contact.
To change the billing contact for a property: Before proceeding, ensure that invoicing is enabled for your account. Instructions for enabling invoicing are provided below.
Go to the property and click edit in the upper right hand corner of the screen.
Select a different billing contact in the "Billing contact" dropdown or click the Add New link to create a new billing contact.
Note: If you are connected to Xero or QuickBooks Online, you currently can't edit the billing address for a contact in SortScape. You need to edit the "billing address" for the contact in Xero or QuickBooks Online and then wait for it to sync with SortScape. To clarify, you can change the billing contact, just not the billing address for the billing contact. Additionally, the visibility of the Billing contact field is not restricted by your plan level. For example, even users on the Basic plan can access this feature as long as invoicing is enabled.
Steps to Enable Invoicing
To make the Billing contact field visible, you need to enable invoicing for your account. This can be done in one of the following ways:
Enable Invoicing in Settings: Go to the Invoice settings in Sortscape and activate invoicing for your account.
Connect an Accounting System: Integrate Sortscape with an accounting platform such as Xero or QuickBooks. This connection will automatically enable invoicing features.
Once invoicing is enabled, the Billing contact dropdown will become available when editing a property.