Company account transactions

  • Resolved alipirani

    (@alipirani)


    1 year, 6 months ago

    Company assigned invoices aren’t able to get attached with invoices.

    As a work around can we create a dynamic custom field to display the company name on the invoice above the customer’s name (PDF/Online version).

    If I am not able to create invoices to the company name, then the CRM would be useless as the individual doesn’t pay me. It’s the company that pays me.

Viewing 3 replies - 1 through 3 (of 3 total)
  • Cena (a11n)

    (@cena)

    1 year, 6 months ago

    Hi @alipirani ,

    Company assigned invoices aren’t able to get attached with invoices.

    Do you mean transactions? If so, we do have an open issue regarding company invoices not being able to be attached to transactions.

    You should be able to assign invoices themselves to a company, for example, here’s a .pdf with a company assigned to the invoice:

    SCR 20230122 cqi

    If you mean something else, let us know and we’ll be happy to help further.

    Best,

    Cena

    Jay

    (@bluejay77)

    1 year, 6 months ago

    Hi @alipirani,

    It seems like you were asking questions regarding Jetpack CRM, but this is a Course Theme support forum.

    Did you mean to ask a question in a different forum? Or, did you submit a question in a different forum (that is, you didn’t submit your question to Course Theme forum)?

    I am trying determine if there is a glitch in our system. Thanks!

    Theme Author Automattic

    (@automattic)

    1 year, 6 months ago

    Closing as stale.

Viewing 3 replies - 1 through 3 (of 3 total)
  • The topic ‘Company account transactions’ is closed to new replies.