Select Who Gets Invoice
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.
Also needed badly, comes up just about every week.
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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