Add the ability to add two contacts onto the one invoice
Where clients are separated etc we need the ability to have them on the same invoice without having to have them under the same contact
Anonymous
shared this idea
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Callum Hogan
commented
The ability to select multiple contacts for invoicing is a necessity. Not only for situations mentioned in other comments for legal disputes, but even for maintaining data hygiene within the CRM. Being able to tell the story of who a contact is by connecting them to relevant profiles, plus the element of one contact often being married but solely being the director of a company entity, there are so many elements where this causes a break in clean data. Please fast track this one REX :)
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Caitlin
commented
I think it's really important to be able to select 2 contacts to be able to invoice as we deal with a lot of couples who are going through court cases and separation where they need to be communicated separately so we need 2 separate contacts. But still need both names on all contractual documents, receipts and invoices . I hope this can be considered for the next upgrade.
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Paige
commented
This is really important to be able to select 2 contacts to be able to invoice. Especially because we deal with a lot of clients that own the same property but need to be communicated to separately so we need 2 separate contacts. But still need both names on all contractual documents, receipts and invoices . I hope this can be considered for the next upgrade.
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Ronelle Sharman
commented
Hello, it is important for us to be able to select 2 contacts to be able to invoice as we deal with alot of couples who are going through court cases and separation where they need to be communicated separately so we need 2 separate contacts. But still need both names on all contractual documents, receipts and invoices . I hope this can be considered for the next upgrade.
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Melina benussi
commented
Hi I think it's really important to be able to select 2 contacts to be able to invoice as we deal with alot of couples who are going through court cases and separation where they need to be communicated separately so we need 2 separate contacts. But still need both names on all contractual documents, receipts and invoices . I hope this can be considered for the next upgrade.
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Tanya
commented
100% agree, this is a must to be implemented, it's even worse if it's a probate or family trust when there are more than 2 parties involved. Solicitors request the invoice be in both names, it's the same as for the marketing invoices. Please fast track this one REX!