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3,534Hi:
We want the Contact Info (Address, email, etc.) selected in the Job from the “Sell-to” area to populate the “Bill-to” and “Ship-to” in the Jobs.
Then, we want that info to populate both our invoices (i.e., the Detailed Invoice and Summary Invoice).
The “Sell-to” address should populate from the chosen Contact, as well. But, it is defaulting to the main company address.
We want the email addresses in the “Sell-to” to land in the invoices so, when we email invoices from Send Invoice area, those emails populate the email to the recipient.
Note that, currently, the “Summary Invoice” lands in the company name twice. We need this "fixed".
But, if we have the “Sell-to” address pulling in, then this should be fixed automatically.
Is any of this possible, or would this require a customization?
John
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