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How do I View the Customer Contact association when Creating Invoice for a Property?
Updated on February 27, 2018 09:22PM by Admin
Invoices App helps you to view the Customer & Contact Association by selecting the option Property at the Invoices line level. It can be done when you create a Property with its Customer and Contact information, and those information gets reflected when you create an Invoice for a Property. Follow the steps below to view the Customer Contact Association.
Steps to View the Customer Contact Association
- Login and access to Properties App from the Universal Navigation menu bar.
- Click on Create button to create a new Property.
- Provide your Property information. It is necessary to provide the Customer and Contact information as it gets reflected when creating Invoice.
- After creating a Property, move on to Invoices App.
- Click “Create -> Property Sale Invoice” from the Left navigation panel.
- “Create Property Sale Invoice” page opens where you can provide your invoice details.
- In Properties section, when you search and select for a property, Customer and its associated contact of the selected property gets auto-populated.
- Finish providing your details and click on “Save for Later” to use the invoice in future.
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