08-18-2023 10:54 AM
I have searched and can not locate the information I am looking for but I know I can't be the only one.
So, We have property management companies that have multiply locations and each location invoices must have on the bill to the HOA name C/O the property management company.
Is it possible to change the bill to for each location? Right now I download to a PDF and modify it there.
Please help....
08-21-2023 05:40 AM
You could try naming EACH location name with the billing details that you need.
08-21-2023 05:33 AM
We are using the Document Template Manager. In the bill to field on the invoices we pull as follows:
<Location Name>
c/o <Customer Name>
Address...
So in the location name - if they need the Name of the building to include the CCN we do so.
Hope that helps.
08-18-2023 01:26 PM
Could you use the customer PO field?