2 party feature on invoices
Recently i've had to invoice property management groups that have wanted both the job location and their business address on the invoice for accounting purposes. Is there a way to do this or add
tompmcmahon
shared this idea
With Jobs turned on, in most cases the Job location is the Job Address and the business address is the Contact Address in JobNimbus.
With that, you can customize the Invoice template to include both the Job Address and the Primary Contact Address information at the top.
You can create a new template or edit an existing one to do this:
1. Go to Templates and edit (or create) the invoice template
2. Click on the “Customer Info” section near the top to edit.
3. Put your cursor where you want the Job Address to appear
4. Use the Insert Template Field menu in the toolbar to select the Job.Primary Contact item and insert the Address Line 1 & 2, City, State, and Zip Code there.
5. Save this section, then click Save Template at the top of the template editor and you’ll be good to go.
If you’re still having difficulties, reply back to this email or email support@jobnimbus.com.