One Customer different contacts

mcfarlanejmcfarlanej Member Posts: 1

Hello!

One of my customers is large company, in which I have various contacts to whom I send invoices and estimates. Is it possible to create one Customer with Multiple Contacts?

Comments

  • CharlotteCharlotte Member Posts: 695 admin

    Hi there, thanks for posting! So sorry it seems to have gotten lost in the shuffle. :)

    At the moment, Wave only allows for one email address to be saved to a customer profile. There are two things you can do if you need to send the invoice to multiple addresses.

    1. At the 'Send' stage, click the + icon next to the recipient email. This will enable you to add more recipients for this invoice.

    2. Export the invoice to PDF. You can send the PDF copy via another email client and add as many recipients as you need to.

  • nishanthnishanth Member Posts: 1

    We too have similar requirement. Every month I need to copy invoice to multiple people in the same company and its a pain to save their email ids, copy and paste to the to textbox when this is a very easy feature to implement

  • patpending74patpending74 Member Posts: 9

    Plus 1 - this is a real pain and I would imagine a very easy fix

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Thank you for adding your voice to this discussion, @patpending74.

  • DieloTopacioDieloTopacio Member Posts: 4

    Does the peole you are sending the invoice change from time to time? Or is it a fixed list of people who you send the invoice to?

    If it’s a large company then they should have an Accounts Payable department. Though regardless if they have it, try to ask your customer to create a distribution list/nab group/group email address where you can send the invoice to. That’s how it’s usually done on large companies. If this is not an option, @Charlotte suggestion is the best way to do it. Though I know you would not prefer to add email receipients one by one everytime, in you email app, you can then create the distribution list yourself.

  • MJSMJS Member Posts: 11

    I have this issue was well as we deal with different individuals at a company, depending on who we are working for at the time. Having the ability to save the company as the client and then have various contacts linked to the company would make it easier to to track a clients invoices and payments.

    This also makes it easier to get a better picture of total outstanding invoices for the company, throughout all their locations and various contacts.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @MJS.

    I can see how that would be time-consuming. Thanks for adding your voice to this discussion. I would've suggested treating these different contacts as different clients entirely, but you seem to have already thought of that, and you are right, that would mean being unable to easily keep track of their customer statement as one same company.

  • M7_AdamM7_Adam Member Posts: 1

    Oh, please add this capability. I have no desire to create separate companies. Multiple contacts per customer would be fantastic.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Thank you for adding to this discussion, @M7_Adam.

    I can't promise anything, but I'll be sure to share your feedback with the product team!

  • SoloAntSoloAnt Member Posts: 7

    Yes, this would very nice to have. You could have an AP email field in the customer card and would/should be pretty easy to add that as well as a secondary email if needed.

    Your customer card could essentially have the same function as adding emails on the fly but in the customer card section where you could label the email address. e.g. AP: [email protected], VP: [email protected]

    Please add this functionality, it would be very handy.

    Thanks for listening.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Thank you for adding your voice to this discussion, @SoloAnt!

  • nisrvideonisrvideo Member Posts: 1

    Plus 1 - would love to see this feature or something similar — dealing with multiple contacts and departments within the same company. Alternatively, this could be remedied by being able to "group" customers. It would solve the tracking issue and I could create separate customers for each department with their own primary contact in the same Company group.

  • gtewksgtewks Member Posts: 9

    @MJS said:
    Having the ability to save the company as the client and then have various contacts linked to the company would make it easier to to track a clients invoices and payments.

    I 2nd this! Basic feature in any contact list so should be no different in wave.

  • ErikErik Administrator Posts: 194 admin

    @nisrvideo ahh yes, that is a great suggestion! I'll bring this up to the team as well! Thank you for this feedback

  • JoeyMyersJoeyMyers Member Posts: 1

    +1 to this feature.
    I am a graphic designer that works with different groups or locations in the same company, some companies do have centralized accounts payable departments but others do not. I usually send the proofs along with the invoice or receipts but a lot of the times they require specific employee information on the accounts for their records.

    This feature would be awesome!

  • ShelleyShelley Member Posts: 1

    Adding my voice to this one. I would love this feature as well. At the moment, I have to edit the contact to change email address, which is a bit of a faff. This also means that on the list of invoices, it just gives me the company name, and I can't see at a glance who I have sent what invoice to who.

    That would be really handy :-)

  • AlexLAlexL Administrator Posts: 1,139 admin

    Hi @JoeyMyers @Shelley . Thanks for this feedback and for adding your workflow to the situation so we have a better understanding of how this would benefit the needs of your business.

  • tyssentyssen Member Posts: 2

    Along with time tracking, another feature I'd need before making the move from Freshbooks.

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