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How to invoice to a different client after the project is closed

Ainhoa 2 years ago in Home Portal / Smart Projects updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 3

We're having some trouble invoicing to some of our clients because sometimes we have a main client that orders the services and at the end of the month, this client send us a list in which we can find all the information about what project belongs to what client (they have 6 different companies, with different addresses and different VAT numbers). 

Any idea on how to change the client in the invoicing phase once the project is closed?

Any help will be much appreciated.

Thanks :) 

Answer

+1
Answer

Hi Ainhoa,

I'm not sure if this is different when working with Smart projects., but we handle this situation by grouping the customers in a client group. You can link Offices for the main client under Customer > Main Data > Offices. When the customers are linked in this way, it is possible to change the client in the invoice stage to one of the other Offices in the invoice's Client Data section.

GOOD, I'M SATISFIED
Satisfaction mark by Ainhoa 2 years ago
+1
Answer

Hi Ainhoa,

I'm not sure if this is different when working with Smart projects., but we handle this situation by grouping the customers in a client group. You can link Offices for the main client under Customer > Main Data > Offices. When the customers are linked in this way, it is possible to change the client in the invoice stage to one of the other Offices in the invoice's Client Data section.

Thank you so so much Lennart! That easily fixed our problem! THANKS!