How to Bill an Organization While Keeping the Correct Service Location in Zuper

                                                           Key Principles

Concept	What It Means
Organization	The entity that receives the invoice (Bill To)
Property	The physical service location (Ship To)
Job	The service call tied to the property, billed to the org

 

                                                   Video Walk Through

 

 

Step-by-Step Instructions

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✅ Step 1: Create the Organization (Bill-To Entity)

1. Go to Customers → Organizations

2. Click + Create Organization

3. Enter the name and full billing address of the organization

4. Add billing contact details (email/phone)

5. Click Save

✅ Step 2: Create the Property from inside the Organization

⚠ DO NOT create the property from the normal “Properties” module.
It must be created within the Organization record so Zuper auto-links billing.

1. Open the Organization you just created

2. Scroll to the Properties section

3. Click + Add Property

4. Enter the Service/Ship-To address

5. Save

Behind the scenes:
Zuper now permanently links this property to the org for all future billing.

• Bill To = Organization

• Ship To = Property

✅ Step 3: Create a Job from the Property

1. While viewing the Organization record, click into the Property you just created

2. Click New Job

3. Confirm:

   • Bill To auto-filled as the Organization

   • Ship To auto-filled as the Property

4. Add the job details and save

✅ Result of Doing This Correctly

This ensures:
✅ Accurate accounting
✅ Clean service histories
✅ No manual billing overrides
✅ Proper reporting by both location and payer