Attention To Client Level
If you would like to have an "Attention To" on your invoice you can set this up by Client or Project. Follow the steps below for the Client level:
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Click Clients from your blue menu bar
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Click on the desired client
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Click the Invoice Presets tab
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Click the Edit Presets button
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Type in what you want in the text box next to "Invoice Attn"
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Click the Save button
Attention To Project Level
If you would like a different "Attention To" for a specific Project then follow the steps below:
- Click Projects from your blue menu bar
- Click on the desired project
- Click on the Invoice Presets tab
- Click the Edit Presets button
- Uncheck "Use Client Settings" at the top
- Type in your data in the "Invoice Attn" text box
- Click the Save button
Once this is filled in, make sure that you have this "Attention" check-box also selected on your Invoice Template. Top right, click your name and select Settings. From there, go to your Invoice Setup tab, then click the icon to the right of the template to edit. In the Client Details section, check the box next to "Attention" and click Save.
Comments
1 comment
This works fine if all of your invoices go to the same "client" contact, but with most of our clients we have separate billing contacts by project. Is there any way to include the contact info from at the project level?
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