SRK
10 years agoTrusted Cover User
Status:
Open
Sales: Include (Card) Contact name on Enter Sales window
Our company sends invoices to more than one person in a company. We also use jobs.
Our usual protocol is to address them to the contact who approves them and also copy them to the accounts department or person.
Currently I have two ways around this - either manually changing the name in the card file, or setting up two invoices using different addresses for the same client.
My suggestion is to
1) Be able to add a customer name to the sale OR
2) To be able to pick up the job contact on the invoice.
"Customer contact name on invoice"