Request for ability to create Quote/Invoice for specific Client Location(s)

NicholasChanCJ

For clients with multiple locations, it is necessary to be able to create Quotes and Invoices that are specific to those locations.

Right now the Quote/Invoice can only be created for the Client. To that extent, adding the ability to send the Quote/Invoice selectively to relevant contacts specifically working in those locations within the Client record would be the next logical step.

What do you think?

psiiota

I would like to add this functionality to the system, but so far we just put the location name in the scope.

johnny

Similar practices are followed here at @psiiota. Additionally, associating an invoice with a specific location enhances searchability and reporting based on location, which is a beneficial feature. However, we currently have no immediate application for this functionality, but its something we will look into down the line @NicholasChanCJ