Changing client when creating an invoice

Natacha RUNZE's Avatar

Natacha RUNZE

05 Jun, 2013 01:57 PM


I'm facing difficulties when invoicing : I am making a project for a company, and I just learned that I have to split the billing in two different people, that work in the same company. I added those two people and their infos into the company (in the contact section), but then when invoicing (editing the invoice) I can't change the client name, otherwise I lose all the infos regarding the tasks and amounts to invoice. Is there something I don't understand about this function ?

Thank you very much for you help,

  1. Support Staff 1 Posted by Seth B on 06 Jun, 2013 03:41 PM

    Seth B's Avatar

    Hi Zoe,

    No you're not missing anything. Unfortunately this isn't a situation we accounted for in the design of the app.

    To invoice for projects/tasks those items must belong to the same client. You can't work on a project for one client, then invoice & send it to someone else.

  2. 2 Posted by Natacha RUNZE on 06 Jun, 2013 04:07 PM

    Natacha RUNZE's Avatar

    Hey Seth,

    Thanks for your answer. Do you have any suggestion on what would be the most convenient way to do this ?

    Thanks again and best,

  3. Support Staff 3 Posted by Seth B on 06 Jun, 2013 06:40 PM

    Seth B's Avatar

    If you must do this, I'd make two projects for each of the individuals who are your clients - then invoice them separately.

    There really is no "better" way to do it.

    Hope that helps.

    • s
  4. Seth B closed this discussion on 06 Jun, 2013 06:40 PM.

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