- Go to “Contacts>Company” in the menu.
- Then select the company in the table for which you want to create an alternative invoice recipient.
- Click “File>Invoice recipient”.
- In the newly opened “Invoice Recipient” window, click “New”.
- Choose an alternative invoice recipient. You can select a company as an alternative invoice recipient from all companies saved in the system.
- If the company you want to use as an alternative invoice recipient has not yet been entered, create the company first and restart the process from step 2 after you have created the company.
- Click the “Preferred” checkbox to save the alternative invoice recipient as the primary invoice recipient.
- Finally, click “Save” and close the “Invoice Recipient” window.
- In all shipments that you create for a customer with an alternative invoice recipient, a drop-down appears in which you can select the invoice recipient at any time. By default, the invoice recipient is selected in the drop-down for which the “Preferred” checkbox has been set.
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