Define additional fields for: "From", "Invoice to", "Owner" and "Delivery"
For part of our business we handle warranty servicing on behalf of manufacturers. Customers’ items are sometimes sent by the retailer/shops to be invoiced to manufacturers/distributors
where customer’s instruments are sent by shops for repair and then possibly returned directly to the owner)
so we need multiple contact/name/address fields/etc fields for "From", "Invoice to", "Owner" and "Delivery"
Is there a way to define these? (perhaps they could be stacked on the same screen area with a tab to switch amongst them) Also for them to be EASILY edited from the ticket screen
I appreciate that third party billing has been implemented (setting invoice to customer for end of the month billing seems a little awkward though perhaps I just need to familiarise myself a bit more)
Required :
• “Collect from”: For jobs pre-booked online we can arrange UPS collection (with optional carriage insurance if required at 1% of“Declared value”)
• “Invoice to”: For invoicing at the end of each month in one batch.
• “Owner”: To discuss the actual fault
• “Return to”: This is often different – i.e. return to warrantor (etc) if replacement has been sent out. It can be very awkward and embarassing to rectify when an item is wrongly returned to the sender even when they have received a replacement.
david
shared this idea
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Rich
commented
We have the exact same need!