Accounting Ideas

Choosing who an quote, invoice etc is sent to.

I have just tried to send a quote to a client, the man recipiant is generally the accounts depart when we send our invoices. I tried to send a quote to the contracts manager but unfortunatly even though the contracts manager is setup in the contacts details he is no the main contact and therefore the only way to get his name on the quote was to delete the accounts department details and add him as the main contact. Its not ideal to keep deleting contacts and adding new just to send different documents.

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  • Feb 10 2023
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