Difference between revisions of "Accounts - Contact, Locations and Document"
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Latest revision as of 18:02, 15 December 2020
Home FAQ page SmartBilling 5.0
Accounts -> Contact, Locations and Document
Every company has a point of contact for their product. This UI screen allows users to create the contacts with the information of the people or departments within the customer’s organization. We can add, edit or remove contact information records from within this UI screen. .
SmartBilling supports multiple addresses for companies. There is a primary Billing Address, and there can be multiple, different, Service Addresses. The company address details can be stored here. Users can create additional addresses for the customer (1); users can search for the address in the list of addresses (3); and users can remove addresses that have not yet received invoices by clicking on the ‘x’ icon at the right
We can link various documents to the customer like contracts, tax forms as shown in the below example.
