Bill to and owner statements
Set who a Breezeway task is billed to, choose how charges read on owner statements, and find costs that probably never reached the owner.
These settings control whether a work order's costs reach the owner, and how they read on the owner statement.
Bill to
Bill to is the Breezeway task's bill-to value. It decides whether Breezeway bills the task's costs to the owner. The options come from your Breezeway account, with Owner listed first, then values such as Guest and Company, then any others your account uses.
Where to change it
Change it in the work order drawer in Work Orders. Pick a value in Bill to and it's saved to Breezeway right away.
- Once the work order is sent, or Breezeway has already exported the task, Bill to can't change here.
- A task billed to the company shows "Billed to the company: not billed to the owner."
- A task with no bill-to shows "No bill-to yet: Breezeway won't bill the owner for it."
In the transaction drawer and on receipt links, the picked task's bill-to is shown read only, for example "Bill to: Owner". That way, charges on one task can't overwrite each other's pick.
To give tasks with no bill-to a default, see Back in Breezeway in Work Orders > Setup.
How charges read on owner statements
Go to Work Orders and click Setup. Under Statement line, pick one of three choices. Each shows an example of how it reads:
| Choice | What owners see |
|---|---|
| Task title | The Breezeway task's title. |
| Task # and title | The task number in parentheses, then the title. |
| Item description | The description of each cost line. |
Click Build your own to make your own line from the task title, task number, item description and separators.
If your account never set a line, the choice that matches what you already send is picked, so nothing changes until you pick another.
On Streamline, each work order's owner statement text is set on the work order itself before sending.
When Breezeway also exports to your PMS
If Breezeway's own export to your PMS is on while Accountable also sends work orders there, Setup warns you. The owner could be charged twice. The warning says what to turn off.
Ready to bill owners
The Costs tab opens on Ready to bill owners. It lists work orders with costs still to send to your PMS, and says how much is ready.
Filter the list with To bill, Ready, Needs fixing, Sent and Billed via Breezeway. Billed via Breezeway lists tasks Breezeway sent to your PMS itself.
To send, tick rows and click Send N to your PMS. The button shows the count and total. See Sending work orders to your PMS.
Probably missing a cost
Below the list, Probably missing a cost shows finished Breezeway tasks from recent days with no cost that likely had one. Tasks are flagged by rules or by a nightly AI review. The most likely money comes first.
A task is listed when it's:
- Finished in Breezeway
- No cost yet: not sent, with no cost lines and no cost on the Breezeway task
- Billed to the owner: guest-services tasks and tasks billed to the company are left out
Each row shows a Likely cost and why. For each one:
- Add cost: opens the work order with the typical cost filled in. Nothing is saved until you save it.
- No cost: marks it as having no cost.
Change how far back it looks in Settings > Integrations > Operations.
The duplicate-cost prompt
When you retry pushing a charge to a Breezeway task that already has a cost of the same amount, you'll see Already on the Breezeway task. It says when the cost was added and by whom. Nothing is pushed until you choose:
- Skip: don't add it again. This is the default.
- Push anyway: add it as a second cost.
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