How do I send the invoice to a third party for a customer

If you're placing a notice on behalf of a customer and they would like the invoice to be sent to a third party, you can enter the third-party payee information while placing your notice. Here's how:

1. When you reach the Invoice Information step of the placement process, you may enter the name and email address of the third-party invoice recipient under the "Bill To" section.

2. Once an invoice is created, it will be billed to the individual you specified and emailed directly to that individual for payment. The notice filer will still be notified of any order/invoice updates.

3. If the customer has requested a mailed invoice, select "Send the invoice by mail and enter the payee's mailing address. There is an additional shipping fee that will be added to the invoice to cover the mailing cost - this cost may vary depending on the shipping speed selected. More information on the shipping fee can be reviewed here: Invoices and Affidavits — Digital vs. Mailed Delivery

4. Once an invoice is created, it will be billed to the individual you specified and automatically printed and mailed to the individual's address.

Note: Invoices sent by mail won't be automatically sent to the account holder after creation. If upfront payment is required, we recommend sending an invoice reminder via e-mail to the account holder immediately after invoice creation. That way, a copy of the invoice will be mailed to the third party, but the account holder will be notified that the invoice requires upfront payment.

After you submit the notice, you'll see the invoice recipient's name under terms on the invoice creation page. You can edit the "Bill To" information at any time before the notice is paid or archived (paid for and publication complete with the affidavit uploaded) by editing the notice, changing the "Bill To" information, voiding the current invoice, and creating a new one.