Sometimes my client changes partway through the project and sometimes I might work for a contractor and they want me to bill their client for something directly. Currently, if I change the client, it updates all invoices ever sent for that project. I don't always know the client has changed until after the expense is entered and applied to a project. Alternatively, just being able to track to the customer invoiced would work as well. That way it won't matter if you change back and forth. Or even better - the ability to enter the client in the invoice itself.
by: Shana P. | over a year ago | Accounts Receivable
Comments
we have the same issue; 2 clients or more are connected to one project, costs may not be able to be separated.
must have option to LOCK CLIENT # to INVOICE to prevent changing the client # on all history.