Help Center : How do I invoice a second billing customer on a deal

Created by TK Smith, last modified by Claudia Linquanti-Sue on Feb 14, 2023

How do I bill a separate billing customers on a closed deal?

Instructions

To invoice a separate billing customer you can create a duplicate deal to invoice a secondary billing customer.

  1. Open the original closed deal.

  2. Use the ‘Copy This Deal’ feature to create the duplicate deal

  3. Make the appropriate adjustments to fees and invoices on original and copied deal.

The ‘Copy This Deal’ function by default sets the ‘Comp Type’ = ‘Consulting/Referral/Other’ so a duplicate Comp record is not created. Additionally the ‘Transaction Value’ is defaulted to $0 so this data is not double tracked.

 

How to Copy a Deal

© 2023 CoStar Group