DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Customer with multi departments, need one statement


#1

I have a customer, who has multi departments, so I have set them up separately, but I would like to send one statement with all 5 departments showing.


#2

Does your customer require separate accounts receivable account for each department? If so, they should be receiving separate customer statement for each department.

If they don’t require separate account for each department, then this customer should be created under Customers tab only once and they will receive one customer statement covering all their departments.


#3

I decided that I would just invoice all departments to the Main Customer tab. I then simply put the department in the invoice summary. It is a hospital with other departments such as Dental. Physio, Aged Care, Councillor.

If they decide that they want it separately then I will do that