How to invoice a Third Party Customer - Insurance Company

Question

My client is a mechanic shop providing service & repair work, including clients claiming through insurance companies. The insurance companies' claim process includes the following:

1 - Created Vehicle owner account, including vehicle details;

2 - R&R quote to their insurance company, often a subsidiary company, eg GIO (which is subsidiary to AAI Australia), for their approval;

3 - When work is completed, the invoice MUST be sent to the parent company, eg AAI Limited, this printed invoice is to include:

* owner name - maybe via "shipped to" ?
* Vehicle details;
* Policy#
* Claim#
* Vehicle Rego;
* Vehicle details;

These details, I think, can be added through Custom fields

If third party invoicing is not possible, can you suggest a work around?

Thanks

Pauline Price

Rav · Answer

I've been looking this over and to be honest, I'm not sure there's a straightforward way to do this.

You could potentially look at utilising custom fields to display information on the invoice as you need it. An alternative could be to look at the projects feature which will allow you to assign an item on the invoice ie. vehicle work to a specific project.

The only way I can really think of at this stage would be to change the customer details after the estimate has been approved prior to converting it to an invoice.

Sorry, I'm not sure how helpful that is, if at all.

pauline · Answer

Great, thanking you in anticipation for your help,

Cheers

Pauline

Rav · Answer

Gotcha, thanks for clarifying @pauline

Let me look into that a little bit more on my end and I'll come back to you