It often happens that services that you register on one customer have to be invoiced to another customer. Think, for example, of the personal income tax return that you file for a business manager of a company:
- you make the registrations on the file of the person himself
- you want to be able to invoice the company
You set this on the customer's relationship file on which you register, in the section "Invoicing - Billing to". Invoicing is then done according to the settings of the customer you are invoicing to.
Faster tick of tasks
Click on a bullet in the task overview or the task list and it changes color (and status ;-) ).
If you hover your mouse over a ball, a triangle appears. Click on it to open a menu where you can choose from more status options.