construction
Update project contract customer after billing
This idea came from you
You can now update the customer on a project contract even after the contract has been billed. Invoices created before the change in customer are not updated.
Key benefits
With the ability to update project contract customers after billing, you'll get the following benefits:
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Operational control: Easily manage customer records or project reassignments.
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Data integrity: Maintain accurate customer data across your project and billing workflows.
For example, say a customer changes mid-project and you have to make an adjustment. You can now update the customer on the project contract, even if it's already been billed.
How it works
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Go to Projects > All > Project contracts.
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Find the project contract that you want to update.
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Select More actions and select Edit.
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Select a Customer.
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Select Save.
Permissions and other requirements
| Subscription |
Construction Projects configured for Project costing and billing |
|---|---|
| Regional availability |
|
| User type |
Business Project Manager |
| Permissions |
Projects
|
