Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-320 Ability to exclude Main Contact Name from sales invoice .

Set main contact / address Merged

There should be a facility to set the main address and set the main contact from the invoice and quote page, this could be a drop down bar like the select customer that curently exists.. At present you have to go to contacts then adresses and set them there, however, if you are quoting and someone else is invoicing you may not be aware that they have been changed so it would be good if it could not change once set for that particular invoice / quote.

This has caused us quite a lot of issues as we work for customers with many site addresses but only want one account (One statement)

  • Guest
  • Jun 10 2021
  • Great Ideas Delivered