New invoicing - Use persons name from Contact record (rather than contact name)
We would like to see customers contact person's name appearing on the invoice we send. One customer can have different people/contacts for different projects/invoices. Currently we can only pull out the PRIMARY contact's name to the invoice, which means if we would like to add a different name, we have to REMERMBER to edit customer's primary contact to a different person. It is very time consuming and easy to forget too.
Is there any ways we could simply add a contact person against each invoice instead of against each customer? It could be any extra fields we can use, even a comment field. But it seems there are very limited fields we can add to the invoice.
Currently we are using the extra invoice line's description to add the contact's name. But it is time very consuming, as we have to write down something like "Contact Name: *** ***" to make it meaningful.
Please note a feature previously available in classic invoicing under the 'Attention to' field is not ideal for our situation. As our customers often require the "Attention to" to be "Accounts Payable", and contact person is normally the project manager.
Celina Barker
shared this idea
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Sharlene Winiata
commented
Kia Ora everyone.
It is highly essential that I add an ATTENTION TO name to each of our clients invoices, even the same client has multiple different Attention to names, as we have many projects on the go with the same client.
Has this request been actioned? if so, where and what do i do.
I currently am just adding a new line to the invoice, however, it does not look right.
Can you kindly provide an update and I a not sure if Celina Barker request from 25/4/24 was actioned ??
Much appreciated.
Kind regards Sharlene Winiata 04 471 2477 -
Daniela Taylor
commented
Hi Kelly, I guess the ability to see the main contacts person who the invoice is addressed to and the ability to change the name at this field within the invoice as is functional now. I have tried to use the new invoicing but I only can see the company name and we often invoice multiple people within an organisation. How can I see who the invoice is addressed to if there are multiple invoice contacts?
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Daniela Taylor
commented
Sales Invoice - "To" box - can you add the ability to be able to see the Invoice contact? If you have multiple client contacts to invoice, it is hard to know who the invoice is being sent to.