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  1. Sales Invoice - Column for client Account number on invoice

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Laura, hen you say you'd have one payer - would this be a customer or someone internal in your organisation? 

    It still sounds like untracked inventory could work here - for example each 'client' would be set up as an  untracked item, you could select clients using the Item column of the invoice and this would auto populate pre saved data such as the account number which could be referenced in the description column, and monthly service for the account. 

    Laura Kahler shared this idea  ·