Redirect who receives the invoice for an order's charges to a different billing company, in bulk or by default per customer, without changing the operational customer on the order.
Prerequisites
The billing company that should receive the invoices must already exist as a customer in Qargo.
The billing company's currency must match the currency of the charges being redirected. Mixed-currency selections are blocked.
Use Cases
A shared rate card where waiting-time charges across several customers must all be invoiced to one central billing entity, rather than edited charge by charge after the fact.
Operations where the party placing the order differs from the party receiving the invoice, such as a holding company or a separate legal entity within the same group.
A separate billing entity needs to be set, distinct from the operational customer, instead of duplicating customer records.
Set a default bill-to on a customer
NAVIGATE to Companies and open the relevant customer under Customers.
LOCATE the Billing config section on the customer detail page.
SELECT the billing company in the Default bill-to field.
SAVE the customer.
Once a Default bill-to is set, charges on new orders for that customer are pre-assigned to the chosen billing company.
📚 The Default bill-to applies to new orders only. Existing orders are not updated retroactively
Override the bill-to on orders in bulk
NAVIGATE to Invoices and open Orders to invoice.
SELECT the orders whose charges should be redirected.
OPEN Quick actions and CLICK Override bill-to.
CONFIRM the order selection by clicking the Override bill-to button that appears at the bottom of the list.
SELECT the billing company in the Bill-to (*) field of the Override bill-to dialog.
CLICK Save to re-assign all charges on the selected orders to the chosen company.
All charge types on the selected orders are redirected to the chosen billing company in one step.
‼️ If the selected orders contain charges in more than one currency, the override is blocked with an error. Select orders that share a single currency and try again.
Charges that are already added to an invoice, posted, or cancelled cannot be re-routed. The override applies only to charges that have not yet been invoiced.
Set the bill-to on a single charge
OPEN the order from Invoices or Orders.
LOCATE the Order revenue section and CLICK the edit (pencil) icon on the charge to redirect.
SELECT the billing company in the Customer (*) field of the Edit charge dialog's Invoicing section.
CLICK Save.
📚 The billing company on a single charge is set from the Customer (*) field in the Edit charge dialog. The bulk Override bill-to action applies the same change across many orders at once.
Troubleshooting
Issue | Resolution |
The Override bill-to action is blocked with a currency error | The selected orders contain charges in more than one currency. Re-select orders that share a single currency. |
Some charges were not redirected by the bulk override | Charges already on an invoice, posted, or cancelled cannot be re-routed. Only not-yet-invoiced charges are updated. |
A new order did not pick up the expected billing company | Confirm a Default bill-to is set in the customer's Billing config. The default applies to new orders only, not existing ones. |
Revenue reports still show the operational customer rather than the billing company | Revenue reporting attributes revenue to the order's operational customer, not the bill-to company. This is expected behaviour in this release. |