Invoice Number | INV-133 |
Invoice Date | October 1, 2024 |
Total Due | $500.00 |
102 Broadway N Suite 200 Fargo ND 58102
Hey Lana, I've added a new field named "Billing Contact" to the account entity which is a lookup against the contact entity. I've added that field to the sales hub, sales insight, and customer hub account form in the "BILLING" section (details tab -> top right of form). I wasn't sure which app your team uses but I assume it's the customer hub?
I've also added that field to the bottom to the Account Quickview card on the case entity case form (second box on the left column of the case form). That field can only be edited on the account form.
Please let me know if you have any questions or issues.
J.
Hrs/Qty | Service | Rate/Price | Adjust | Sub Total |
---|---|---|---|---|
1 | Consulting Services (See Description) - USD | $500.00 | 0.00% | $500.00 |
Sub Total | $500.00 |
GST / PST | $0.00 |
Total Due | $500.00 |