How to set a default company for a specific customer

Do you …

• Operate multiple companies?
• Have multiple GST numbers?
• Use multiple entities to bill your customers?

In such a scenario, you can create multiple companies and assign default companies to handle billing and invoices for specific customers.

Creating multiple companies

Assigning one of your companies as a default to specific customers

Go to Masters - Customers - Click on a customer listing - Click on Edit - Scroll down - Under Default Company - select the company you want to assign - Save

Once a default company is assigned to a customer, the name of the chosen default company will appear in the top right of the screen while creating a new booking for the customer.

Similarly, while generating an invoice, the billing name of the default company will appear in the top right side of the screen.