How to set a default company for a specific customer
Do you operate multiple companies?
Have multiple GST numbers?
Maybe use multiple entities to bill your customers?
This article will show you how to:
Assign one of your companies as a default to a specific customers
Go to Masters - My companies. Here you can create as many companies or sub entities you like.
Tip: You can learn more about My Companies here.
Go to Masters - Customers - Select a Customer - Click on Edit - Scroll down - Select the name of your company from the default company drop down - Click Save.
Once the default company is assigned to a customer, while creating a new booking for this customer, when you select the name of the customer, the default company name would appear towards the top right side of the screen.
Similarly, while generating an invoice, the billing name of the default company would appear towards the top right side of the screen.
Have multiple GST numbers?
Maybe use multiple entities to bill your customers?
This article will show you how to:
Create multiple companies
Assign one of your companies as a default to a specific customers
Creating multiple companies
Go to Masters - My companies. Here you can create as many companies or sub entities you like.
Tip: You can learn more about My Companies here.
Assigning one of your companies as a default to specific customers
Go to Masters - Customers - Select a Customer - Click on Edit - Scroll down - Select the name of your company from the default company drop down - Click Save.
Once the default company is assigned to a customer, while creating a new booking for this customer, when you select the name of the customer, the default company name would appear towards the top right side of the screen.
Similarly, while generating an invoice, the billing name of the default company would appear towards the top right side of the screen.
Updated on: 10/09/2020
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