radar-9628
Level 3

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