Ability to switch between billing details for invoices.
When updating Billing details under Admin > Agency Setting and Branding it would be great if you could nominate multiple options and then have the ability to switch between theses options when creating invoices.
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votes
Kathy Cuthbert
shared this idea
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AdminAlex Babkov (Admin, Rex Software) commented
@Caroline: You should be using Trust Funds Requests to achieve this - you shouldn't legally be issuing an invoice until funds are actually spent / committed. http://help.rexsoftware.com/trust-request-trust-funds
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Caroline
commented
The use for this would be that some invoices need to be paid into the trust account, and some need to be paid into the general account.
We have it set default to trust account, so any that need to go the general, I have to manually edit the payment details in Adobe Pro. -
Hi Kathy,
What's the use case for this?