How to assign a default company to a customer
Learn how to assign a default company for use with a particular customer.
To set a default company for use with a customer, go to Masters - Customers - Edit - click on Default Company dropdown menu - Select the company you want to use.
When you create a booking for the customer it will be booked under the selected company
- When you create a bill for the customer it will be billed under the selected company
- When you create a receipt for the customer it will be created under the selected company
While creating an invoice the bank details displayed will be of the default company.
Payment Gateway links will always be created under the primary company.
Credit/Debit notes will also be created under the primary company but you also have the option to choose another company.
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