Override Quote/Invoice Contact per Quote/Invoice

digibandit

If checking a contact as the primary sends them everything, is there a way to set a contact on quotes and invoices so that I can ensure they go to the correct person?

Eg: Company of 50 employees, two departments: Operations and Warehouse, nether wants the invoices, quotes etc from the other, and if i start emailing them to each other they will eat my soul as I am wasting their time on things they do not (or should not) need to see.

A 'simple' change contact button to override per quote/invoice would be ideal, with the default being the main point of contact (or whatever have you.)

johnny

Currently Invoices, Quotes and Receipts, Payment Reminders, Recurring Invoices will go to the primary contact and any contacts that have the billing role assigned to them.

digibandit

johnny Indeed. I just really don't like that default. Im going to have the primary contact loose their mind on me if they keep getting invoices sent to them. This is why (it turns out) we have removed primary contact from many clients to avoid those contacts getting spammed.

Thoughts?

johnny

Typically the primary contact is also the billing contact and is the one that shows up on invoices and quotes. But we might want to tweak that setup a bit. Maybe only show the company name on the invoice and not any contact?

Here’s one way it could work:

Only billing contacts should get invoices and quotes. When you create a new client, the system automatically sets the primary contact as billing, technical, and important.

If you want someone else to handle billing, you can add another contact and mark them as billing. Then just uncheck billing on the primary contact.

digibandit

johnny I'll give it a go, see what happens!

Do you mean to say set the billing contact as the primary contact?

johnny

For now I would just set your primary contact as your billing contact, and then create your technical contacts and any other important contacts just mark them as important so they are pinned to the top and are bold in the your contacts.

johnny

Yuppers