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How to Configure Invoice/Quote Address Export Settings

The Invoice/Quote Address Export Settings in RazorSync control what customer, billing, and service information appears in the Bill To and Service To sections of invoices and quotes.

 Access the Invoice/Quote Address Export Settings
  1. Open Settings in RazorSync.
  2. Select Invoice and Quote.
  3. Scroll down to Invoice/Quote Address Export Settings.

You will see configuration options for both:

  • Bill To
  • Service To

Each section provides up to five fields that can be customized.

Configure the Bill To and Service To Fields

Each of the five available slots can be configured using the dropdown menu.

  1. Locate the Bill To or Service To section you want to modify.
  2. Click the dropdown for the field you want to change.
  3. Select the customer, contact, address, or service information you want displayed.
  4. Repeat for the remaining fields as needed.

You do not have to use all five fields.

Available Field Options

Depending on the information you want displayed, available options include:

  • Service Request Summary
  • Service Address Name
  • Company Name
  • City, State, ZIP
  • Service Address Street
  • Service Address City, State, ZIP
  • Billing Contact
  • Primary Contact
  • Secondary Contact
  • Billing Address Description
  • Service Address Description
  • Service Contact of the Service Address
  • Billing Address Name
  • Display Name
  • Billing Address
  • Billing Address Apartment/Suite
  • Service Address
  • Service Address Apartment/Suite
  • Phone Number
Example Configuration

A business that sends invoices to a property management company but performs work at individual properties may want separate Bill To and Service To information.

Bill To

For example:

  1. Company Name
  2. Billing Contact
  3. Billing Address
  4. Billing Address Apartment/Suite
  5. Billing Address City, State, ZIP

Service To

For example:

  1. Service Contact
  2. Service Address
  3. Service Address Apartment/Suite
  4. Service Address City, State, ZIP
  5. Phone Number

This allows the invoice to identify the property management company responsible for billing while separately identifying the property or tenant where the service was performed.

Use the Same Information for Bill To and Service To

If you don't need separate billing and service information, RazorSync provides an option to use the same configuration for both sections.

Enable Use the Bill To pattern for the Service To.

When enabled, you only need to configure the five Bill To fields. RazorSync will use the same pattern for the Service To section.

This can be helpful for businesses where the billing customer and service location information are typically the same.

Change or Reorder Fields

The position of each field determines the order in which the information appears.

To change the order:

  1. Click the dropdown for the field you want to modify.
  2. Select the information you want displayed in that position.
  3. Repeat with the other fields until the information is arranged in the desired order.

For example, if the first field is currently Company Name but you would rather display the Billing Contact, open the first dropdown and select Billing Contact.

Display the Job Name

If you'd like the job or service description to appear prominently, select Service Request Summary for one of the fields, such as the first position.

What Happens When Customer Information Is Missing?

The information displayed is pulled from the customer's existing RazorSync profile and related address/contact records.

If the selected information does not exist for that customer, the corresponding field will be blank.

Example:
If the first Bill To field is configured as Company Name, but the customer does not have a company name entered in their profile, that field will appear blank on the invoice or quote.

For this reason, consider which fields are consistently populated across your customer records when designing your layout.

QuickBooks Exports

The Invoice/Quote Address Export Settings also affect invoices exported to QuickBooks.

The Bill To and Service To configuration established in RazorSync determines how that information is populated on the QuickBooks side when an invoice is exported.

If you use the RazorSync QuickBooks integration, consider both your RazorSync invoice layout and the desired QuickBooks result when configuring these settings.

Important: These Settings Are Global

Invoice/Quote Address Export Settings are account-wide.

Any configuration changes you make will apply to invoices and quotes created for all customers, rather than an individual customer.

Before changing these settings, consider how the selected fields will work across different types of customers, particularly if your account includes a mix of residential customers, commercial businesses, property managers, and multi-location customers.

Quick Tips
  • You can configure up to five Bill To fields and five Service To fields.
  • You don't have to use every available field.
  • Use separate Bill To and Service To configurations when the payer and service location differ.
  • Use Service Request Summary if you want the job or service description included.
  • Missing customer information results in a blank field.
  • Use the Bill To pattern for Service To option when both sections should display the same information.
  • Remember that the configuration also affects QuickBooks exports.
  • Changes are global across the RazorSync account.