Billing address vs service address

Every job in Interdatum has a service address (where the work happens) and a billing address (who pays and where to send the bill). They're the same by default, but you can set a separate billing name and address when someone else pays, such as a landlord, property manager or company.

What's the difference between the service address and billing address?

The service address is the job site. It's shown on the job, in the scheduling calendar, and as Service Address on estimate and invoice PDFs.

The billing address is who you're billing. It's printed in the Prepared For block on estimate PDFs and the Bill To block on invoice PDFs.

When billing is the same as the service address, the billing block uses the client's name, the service address and the client's email. When billing is different, the billing block uses:

• the Billing name, if entered (for example a company or landlord), otherwise the client's name
• an "Attn:" line with the client's name, when the billing name is different from the client's name
• the billing address
• the Billing email, if entered, otherwise the client's email

Estimate and invoice emails are always sent to the job's email address (the client's email), not to the billing email. The billing email is only printed on the PDFs.

How do clients enter a billing address on the intake form?

On your public intake form, the contact step has a Billing address is the same as the service address checkbox, which is ticked by default. If the client unticks it, they enter:

• Billing name (optional) — "Company, landlord, or person paying"
• Billing address, City, Province and Postal code — all required when billing is different

The service address comes from the address fields in your service's intake form, or from the service address fields on the contact step when the service's form doesn't ask for an address.

How do I set a billing address on a job?

When you create a job with Create File, or edit a job's details from its Info tab, you'll see the Billing address same as service address checkbox (on the create form it reads Billing address is the same as the service address). Untick it to enter:

• Billing name (optional)
• Billing email (optional)
• Billing address, City, Province and Postal Code

When you create a job with a different billing address, the billing address is required. When a client is selected, you can click Use client's billing address to copy the billing address from the client's record.

On the job's Info tab, the Location section shows the Service address and Billing address, or "Same as service address".

How do job addresses affect the client's record?

Interdatum keeps the client's own addresses separate from each job site, so a client with several properties keeps one billing address.

• When a new client submits the intake form, the service address becomes the client's primary address. The client's billing address is the billing address they entered, or the service address when billing is the same.
• For an existing client, a new job's service address never overwrites the client's addresses. Only a separate billing address entered when the job is created (on the intake form or with Create File) updates the client's billing address.
• When a new job has no separate billing address and the client already has a billing address on file that's different from the job site, the job bills the client's billing address automatically, using the client's company name as the billing name.

What does "Needs billing address" mean?

Some client records are flagged Needs billing address in the clients list and on the client's page. The flag means Interdatum doesn't have a confirmed billing address for that client.

To clear the flag, edit the client and fill in the Billing address section. Saving a billing address on the client record removes the flag. A separate billing address entered when a new job is created for the client, on the intake form or with Create File, also updates the client's billing address and clears the flag.

If a flagged client (or a client with no billing address) pays online through Stripe, the billing address the client enters at Stripe checkout is saved as the client's billing address. A billing address your team entered is never overwritten by a checkout address.