There are two types of scenario when we look into Billing Someone Else:
Scenario 1: When trying to bill the current client, another contact should be billed
Scenario 2: When billing the contact, they should receive an Invoice but on close, the Invoice should appear on another contacts account and statement
The method for doing this is to use the 'Change Who Gets Billed' section of the Database > Customers screen.
1. Add both contacts to the database and make them clients
2. Locate the affected contact and go to the 'Customer' screen
3. Select 'Change Billing' and read the options
CREATE INVOICE FOR ANOTHER CLIENT - Option
With this option you can also Place the Current Contacts details in "Despatch To" are and Packing Slip?
See the check box below the option.
Notes:
Changes only affect new invoices
To remove a link, follow the steps above and notice the option to 'Remove Links'
Certain details will be posted to the Statement. Make the company name contain relevant branch details such as head offices assignment of a branch number to the child.
example
XYZ Company - Wellington - CRN12879