Announcement

Collapse

Information Needed

See more
See less

Invoicing a Corporation

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Invoicing a Corporation

    When creating a invoice the credit card payment will come from an corporate credit card assigned to an individual in that corporation. How do I associate the invoice with the Corporation so that the Opportunity is automatically under the correct organization?

  • #2
    Good day!

    At this time the best way possibly is to allocate the opportunity manually to the "Account (Organization)". The system does not automatically match against accounts.

    Sorry can't be of more assistance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment

    Working...
    X