Why Would I Use an Invoice Point?
Often, Invoice Contacts may work off site or away from the main office, and an Invoice Point record allows users to specify a different address for invoices to be sent to.
A Client may have multiple invoice points, therefore, a default can be set per client.
How to add an Invoice Point
Navigate to the Audit & Invoicing page of the Client record .Click on the ‘Create Invoice Point’ link.
Enter the information into the screen.
Click Confirm to create a new invoice point record.
Create as many Invoice Points as required.
Select the record to set as the default, then click on the ‘Set a Default Invoice Point’ link.
If the user requires an existing Contact to become an Invoice Point, use the 'Add an Existing Invoice Point' link to add them.