Accounting Ideas

Address invoices to multiple people at same company / same address

We regularly invoice Solicitors where we need to address the invoice to different Partners ie the main contact will change from one invoice to the next. The company is entered as a contact and we change the main contact to personalise the invoice and email address. This needs to be simpler to speed up invoicing and also ensure that the retains the information about who it was originally addressed to (which is currently lost when the main contact for the company is changed).

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  • Apr 11 2024
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