I do sub-contract work and need to bill one customer for many different (3rd party) jobs and work sites. Do I setup each job site as a customer?
No, you should only setup one customer number for the company you do sub-contract work for. This is who will pay you and who you should send the invoices and statements to. The rule to follow here is, if the person/company will not be paying you directly, do not set them up as a customer. They don’t owe you the money and you will never be billing them. What you want to do is setup the company who will be paying you as a customer. Then, for each job you do for them, prepare an invoice and enter the job location, persons name, work order number or brief description of the work done in the statement comment field on the invoice. The statement comment field is very important here as it only appears on the customer’s statement. When you run the statement for your customer, you will see the date of each job, the work location, the amount you charged, what the customer has paid you and what their current account balance is. You can attach the copy of each invoice to the statement if your cust
