Contacts - Multiple sub-headings against the same Business name
We have global sized clients who issue us with contracts that need to be set up as separate entities under the same business name. you would think that the unique reference number box would work in tandem with the primary business contact name. This is especially important when setting up repeating invoices. I currently put the business name eg: Boxspan National and add a sub heading eg: Boxspan National [Diamond Project] . Now we have been advised that we can no longer do that as their accounting software will not pull the invoice through to the correct business entity. If you cannot solve the problem we will be forced to switch to another software system.
Paul Barlow
shared this idea
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Con Michaliadis
commented
hi I just spoke with one of your officers they advised I make a suggestion to improve your invoice layout
my issue is on the contact invoice contact details I would like ability to have two lines for the addressee of the invoice for example on the first line you director name and on the second line the organisation name is your department able to assist with this adjustment in the system look forward to hearing from you
directors family name line 1
organisation name Pty Ltd online 2 of the invoice