This article covers how to address a quote or invoice to a company in Keap™, including how to enable the Quote/Invoice to Company option and how the Billed To section displays on the quote or invoice. This article does not cover how to create quotes or invoices. For help creating a quote or invoice, see how to create a quote in Keap or how to create an invoice in Keap.

Why Billing to a Company Instead of an Individual Contact Matters

When working with business clients, quotes and invoices often need to reflect the company name and address in the billing section rather than the individual contact's name. Keap quotes and invoices include a Quote/Invoice to Company option that displays the company's name and address in the Billed To section of the document while still sending the quote or invoice to the individual contact at that company. This ensures the document looks correct for the client's accounting records while reaching the right person for approval and payment.

How to Address a Quote or Invoice to a Company in Keap

Follow these steps to bill a quote or invoice to a company in Keap. When the Quote/Invoice to Company option is enabled, the quote or invoice displays the company's name and address in the Billed To section but is emailed to the individual contact selected during setup. Activity for the quote or invoice is recorded on the contact record of the individual contact — not on the associated company record.

1. Create a new quote or invoice in Keap.

2. Select the contact to send the quote or invoice to. The quote or invoice will be emailed to this contact regardless of whether the Quote/Invoice to Company option is enabled.

3. Select the Quote/Invoice to Company checkbox.

   

   The screenshot above shows a Keap quote or invoice with the Quote/Invoice to Company checkbox selected. Selecting this checkbox enables the company billing option. The company name and address associated with the selected contact will appear in the Billed To section of the quote or invoice.

4. After selecting the checkbox, the company name and address will be displayed in the Billed To section of the quote or invoice. The quote or invoice will still be emailed to the individual contact selected in step 2.

   

   The screenshot above shows a Keap quote or invoice with the company name and address displayed in the Billed To section after the Quote/Invoice to Company checkbox was selected. The individual contact's email address remains the recipient — the quote or invoice is sent to the contact, not to a general company email address.

5. The completed quote or invoice displays the company's name and address in the Billed To section as it will appear to the recipient.

   

   The screenshot above shows the completed Keap quote or invoice with the company name and address displayed in the Billed To section. The Billed To section shows the company's billing information as it will appear to the recipient when the quote or invoice is delivered.

Frequently Asked Questions

What does this article cover?

This article covers how to address a quote or invoice to a company in Keap, including how to enable the Quote/Invoice to Company option and how the Billed To section displays on the document. This article does not cover how to create quotes or invoices. For help creating a quote or invoice, see how to create a quote in Keap or how to create an invoice in Keap.

Who receives the quote or invoice when the Quote/Invoice to Company option is enabled?

The quote or invoice is emailed to the individual contact selected during setup — not to a general company email address. Enabling the Quote/Invoice to Company option only changes what is displayed in the Billed To section of the document. The recipient of the email remains the individual contact.

Where is the quote or invoice activity recorded when billing to a company?

Quote or invoice activity is recorded on the contact record of the individual contact the document was sent to — not on the associated company record. This applies regardless of whether the Quote/Invoice to Company option is enabled.

What company information appears in the Billed To section?

When the Quote/Invoice to Company option is enabled, the Billed To section of the quote or invoice displays the company name and address associated with the selected contact's company record in Keap. If the contact does not have a company record associated in Keap, the company information may not populate correctly — verify the contact's company association before enabling the Quote/Invoice to Company option.