Details on selecting the contact for an Invoice.

There are two methods for selecting the invoice contact:

  • Invoice Contact on Account:

  • In cases where an invoice contact is specified on the account, the invoice will be sent to this designated contact.
  • Please add the details in the invoice Contact field of an Account,

An Account with multiple Contacts:

  • If there are multiple contacts associated with an account, a specific contact should be selected for invoicing purposes. This contact should be designated in the "Invoice Contact" field of the project.
  • In cases where no invoice contact is specified for a project, the user creating the invoice will have the flexibility to select a contact from the "Contact" field at the time of invoice creation. The chosen contact will then receive the invoice via email.