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.