Customer contact for project invoice settings

Published 14.09.2021

We’ve added customer contact for projects. If you access a project > invoicing options > invoice settings you will see a new field called customer contact.

This field selects from the contacts you have on the customer/project and allows you to quickly add these contacts into the invoice settings which will show on the invoices for the project. Once you add the customer contact it’ll also add the contact as a customer contact on the project iif the same person is not already a contact.

You can change the text “Your contact” in setup > texts