Invoicing - Ability to link multiple contacts to a single invoice
It would be great to be able to select certain contacts for certain invoices.
We have different contacts within the one client, and they might book us for different jobs. For instance, John from Company X will book us for services and Sam from Company X will also book us for services on a different job. We need to invoice them separately, but they are from the same company.
Currently, we have them all down as contacts for Company X and so every invoice emails them all. Even if you edit the recipients for sending the initial invoice, there's no way to edit who gets the reminder emails.
It cannot be best practice to have to have multiple "Company X" client profiles with unique names like"Company X - John" and "Company X - Sam".
Does anyone else have a way they deal with this problem? Seemingly, if we had the functionality to link certain contacts to invoices (it could always default to all contacts of that client, but allow you to edit) this would be solved.
Zoe Zropf
shared this idea
Hi Zoe, thanks for bringing this idea to the community. Linking multiple contacts to an invoice could help make sure the right people receive the invoices and reminders.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the contact selection to work? Your input could help shape the approach that would be most useful.
