Quotes and Orders raised under the company rather than just customers
Under ConsiderationWhen raising a quote we can only select customers (individuals). It would be beneficial to be able to raise a quote under a company, with a nominated individual as a contact. At present, invoices are being raised against individuals names - despite the payment being required by the business.
Kind regards,
Caitriona
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Totally agree, this should be a basic request
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agreed! we've asked during onboarding about this and told that there is always a contact and so use them - Shouldn't have to assign a person when billing a whole company.
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All company quotes and orders should be for the company and place by the customer not for the customer
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Agreed with you both. Many companies here don't like individuals names on the invoice when they are responsible for payment. Causes a lot of back and forth.
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