I have multiple clients from the same company that I do work for. When I invoice them, I have to invoice to the company, but send the invoice to different emails within the company. The problem I’m having is that I can’t create separate ‘clients’ within quickfile that have the same company name even though the emails and contact names are different. Is there a way around this??
You can’t have two clients with the same company name in Quick File. You’d need to append something like the department at the end of the company name to list them separately, or some other identifier. You can however have multiple contacts listed in one single client records.