New Invoicing - Keep contact name/email of copied invoice
I have clients with several different contacts and I would like to keep the specific contact from the invoice that I am copying. Instead it copies the contact from the last invoice to that client.
2
votes
Andreas Klieber
shared this idea
Hey Andreas, thanks for the idea content. We'll need some more detail for your post to be considered as an idea here. Currently when you copy an invoice over the only name available to select is the contact name and not other additional contacts that have been added to the contact record. This means that whether the invoice is the latest or the oldest the Contact name is the same when copying over.
