Client Name On Invoice
October 28, 2011
A new feature allows you to define an alternate name for a client that appears only on invoices.
When you edit a client record you will see a field with the label "Client Name On Invoice". Whatever you put in here will appear on invoices as the client name. If you leave this field blank, then the normal client name will appear on invoices.
I think this feature can be useful in a number of situations but here is the situation of the Time59 user who requested this feature:
This user had a single client with a number of different matters. The user opted to create separate client records for each matter. These separate client records were then joined together using the group code feature of Time59. The group code feature allowed the separate client records to be viewed as a unit on reports. So far so good!
The only problem was that the Time59 user wanted the same name to appear on all invoices. Time59 does not allow duplicate client names. This is where the modification comes in. The Time59 user was able to define the same client invoice name for each of the different client records that made up the single, actual client. Problem solved!
If you have any questions don't hesitate to contact us at support@time59.com.
Client Name On Invoice Question and Answers
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What is the "Client Name On Invoice" feature?
The "Client Name On Invoice" feature allows you to define an alternate name for a client that appears only on invoices. This means you can have a different name on the invoice than the one used in the client record.
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How do I set up a different client name on invoices?
To set up a different client name on invoices, edit the client record and enter the desired name in the field labeled "Client Name On Invoice." If this field is left blank, the normal client name will appear on invoices.
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Why would I need to use a different name on invoices?
This feature is useful in various situations, such as when you have a single client with multiple matters and want the same name to appear on all invoices despite having separate client records for each matter.
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Can I use the same client name on multiple client records in Time59?
Normally, Time59 does not allow duplicate client names. However, with the "Client Name On Invoice" feature, you can use the same name for invoices across multiple client records.
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How does the group code feature relate to the "Client Name On Invoice" feature?
The group code feature in Time59 allows separate client records to be viewed as a unit on reports. The "Client Name On Invoice" feature enables users to have a consistent client name on invoices across these grouped records.
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Where can I find more help or information about Time59 features?
You can find more help and information about Time59 features on their website under sections like Tour, Features, Testimonials, Frequently Asked Questions, and Help Topics. You can also contact their support team for specific inquiries.