By default, every customer pays their own invoices. The bill-to function lets you route invoices and credit notes for one or more customers to a single billing customer instead — useful when a group of shops all invoice through one head office.

Setting up a bill-to customer

1. Open the customer's profile.
2. Go to the Master Data tab.
3. Find the Bill to customers section.
4. Click Add bill-to customer and select the customer to bill invoices to. You can add more than one.
5. Use the Default radio button to choose which one is used automatically.

The section always includes a fixed row, This customer (bill to itself) — that's the default until you set another one.

Important: Invoices and credit notes on this customer will be created on the selected bill-to customer! Proceed with caution.

Once a default bill-to customer is set, every invoice and credit note for that customer's orders goes to the billing customer automatically.

Overriding on a single order

On an individual order, use the Bill to: dropdown in the customer panel to switch between the customer itself and any of its attached bill-to customers — for that order only.

Changing the bill-to customer on an order clears this override.

What moves to the billing customer, and what stays

Only the invoicing side of the order moves. Everything about how the order itself is fulfilled and priced stays with the original customer.

Moves to the billing customer

• The invoice and credit note recipient
• The invoice address — the billing customer must have one, or the invoice will fail
• Bank account and e-invoicing/EAN settings
• The credit limit: TRAEDE uses the billing customer's credit limit and adds up the balances of every customer billing to it, as one shared group limit

Stays with the original customer

• The delivery/shipping address — goods still ship to the original customer
• The order's currency, payment terms, and VAT
• Order lines and prices