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Invoicing a Corporation

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  • 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,
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