Invoice Separately by Location

Submitted by
Status: New

We have clients who have multiple locations and more than one service (Internet and Managed WiFi) at each location.  UCRM Services have an option to 'invoice separately.'  For a client with two locations, this would create four invoices every month. If we put multiple locations on a single invoice, the client can not easily allocate costs to each location, as they need to for tax purposes.

 

We currently have to create multiple Clients with identical names, which creates confusion in the client list:

client-list.png

 

Please consider adding an option to invoice each Customer Site (with all services) separately.  This is similar to how our gas and electric utilities bill (by meter number, in their case).

 

thank you~

Comments
by
a month ago

+1  This is needed