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Billing for Insurance project - Need to bill 2 customers on the same project

  • September 27, 2024
  • 2 replies
  • 126 views
S
Freshman I

We work with construction companies that work on projects for Insurance claims. In these cases, part of the project is paid by the insurance company and part of the project is paid by the homeowner. 

Do you have any suggestion on how to manage this type of situation in Acumatica, where we need to invoice 2 different customers on the same project.

Thank you

Best answer by iqraharrison

@sebastiendimeglio33 you can change the customer on the project if you need to bill a different customer when it comes up, the invoices will all show up for the project but it will be for different customers.

here’s another topic that has some more information: 

 

2 replies

iqraharrison
Captain II
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  • iqraharrison
  • Captain II
  • Answer
  • September 27, 2024

@sebastiendimeglio33 you can change the customer on the project if you need to bill a different customer when it comes up, the invoices will all show up for the project but it will be for different customers.

here’s another topic that has some more information: 

 

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
Heidi Dempsey
S
hdussa
S
Freshman I

Thank you for the quick response.

Let me look into it.

iqraharrison
Chris Hackett
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