How to manage estimates and invoices to multiple addresses
How to manage estimates and invoices to multiple addresses
Sending estimates to the work site and then having to send the invoice to another address can be solved with Kickserv
Written by Pete McKesson
Updated over a week ago
- First create a parent record for accounts payable.
- Next you are going to create the primary contact accounts payable.
- Now, create a new service location for this customer. Click on the [Locations/Contacts]
- The service location is going to be the work site. Differentiate the name just enough that it is clear what this record is for:
- Notice that you have a different primary contact for service location. From within the service location click on [Locations/Contacts] and create an Additional Contact(s).
- Now whenever your customer calls for service at their service location you will create the opportunity or job from this customer record. It is set-up now to provide the contact name, phone, and email address of the primary contact at the job site.
- Lastly, when the opportunity is won and the job is completed