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Payments
Hello Maybelle,
Thank you for your reply.
I already understand how to create a customer profile and an invoice for both the Sponsor & Client. Where a Sponsor and Client share a job - is there a more efficient way of tying them together regarding shared payment? I was imagining that one invoice for a job could somehow show the Client and Sponsor all in one place. I could be wrong.
I am not sure how the receipt guidelines help me connect a job to a Client and a Sponsor who are both helping to pay for the job. Currently, I don't issue receipts for payments.
Thanks,
Paula