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Requests

Select Who Gets Invoice

Jason Ryan shared this idea 3 years ago
Under Consideration

Right now, when editing contacts on an account, you can designate a single person who receives an invoice. But I do have instances where sometimes the invoice needs to go to someone other then who is listed within the account. e.g. Client A has an accountant (contact) receiving invoices for monthly recurring services, need to create an invoice for a specific service that needs to go to Main Account Holder. I would have to manually make this switch to the Main Account Holder prior to creating the invoice, send it, then switch it back to continue to send recurring monthly invoices.

It would be nice to have a feature to where you could select which contact receives the Invoice on the Create Invoice screen that overrides the default setting. Just like the Auto-debiting feature that was recently added.

Comments (6)

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1

@Paul -

Also needed badly, comes up just about every week.

Thanks

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2

Is this just for manual invoices? So if you are creating a new invoice manually, you can select which contact to deliver the invoice to? But invoices that are generated automatically from recurring invoices or services will continue to be delivered in the same way they are now?

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Paul -

That is correct.

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Also found that if a subordinate / employee is assigned as the "billing" person, that the MAIN account user will NO longer receive the billing email notifications.

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2

That's correct and intended. Many who set up a billing contact have an executive/CEO as the primary contact and don't want to bother them with invoices.

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1

Understood.

But it would be nice to have the option to send it the CEO too if necessary .

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