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Associating Customers to Aircraft

This article provides an overview of the different types of customer associations and how they impact billing, reporting, and Work Order behavior.

In EBIS, you can associate one or more customers to an aircraft record. This allows you to accurately represent ownership, management, billing preferences, and cost allocations across your customer base. This article provides an overview of the different types of customer associations and how they impact billing, reporting, and Work Order behavior.

 

Why Customer Associations Matter

Associating customers to an aircraft affects:

  • Billing and Invoicing: Determines who receives charges and how they are split.
  • Access and Reporting: Enables customer-specific views and filters.
  • Work Order Defaults: Automatically pulls the primary customer into new Work Orders.

 

Assigning a Primary Customer to an Aircraft

Overview

Each aircraft must have a single Primary Customer. This customer is considered the main owner/operator and is the default customer on new Work Orders.

How to Assign a Primary Customer

  1. Navigate to the Aircraft Module.
  2. Open the Aircraft record.
  3. In the Customer field, begin typing the customer's name.
  4. Select from the dropdown or add a new customer if needed.
  5. Click Save.

📘 EBIS will auto-fill this customer on Work Orders unless overridden manually.

 

Adding Additional Customers to an Aircraft

Overview

You can associate additional customers to an aircraft for shared ownership, leasing arrangements, or management purposes.

How to Add Additional Customers

  1. Navigate to the Customers tab on the Aircraft record.
  2. Click "+ Add Customer to Aircraft".
  3. Select the customer and click Save.

💡 These additional customers will not automatically appear on Work Orders but may be used for reporting or manual cost-sharing.

 

Allocating Work Order Payments to Multiple Customers

Overview

When an aircraft has more than one associated customer, EBIS allows you to split the cost of a Work Order across those customers.

How to Allocate Payments

  1. Open the Work Order for the aircraft.
  2. Go to the Config & Billing tab on the left.
  3. In the Allocation section, click "+".
  4. Select the additional customer(s) from the dropdown.
  5. Enter the percentage of the total this customer will pay and toggle on Approved.
  6. Click Add and Close.

⚠️ Make sure all customers in the split are already associated with the aircraft record.

 

Related Articles

 

Keywords: Customer Assignment, Co-Ownership, Split Billing, Aircraft Ownership, EBIS Work Order, Primary Customer Audience: Admins, Billing Coordinators, Customer Success, Maintenance Admins Article Type: How-To / Reference