Invoice Contacts other than Primary Contact
complete
C
Cathy Biggs
We need to Invoice Vendors. These Contacts and Accounts are linked to the Booking, but not as the primary Contact and therefore it's impossible to Invoice them without using merge field & creating it as a Document, or manually changing who the primary contact is & downloading the invoice as PDF. Both options take a lot of time and leave room for error.
Created by Katie Knight
Katie Knight
complete
It's now possible to select any Contact or Account to Invoice! Read more here