Your client asks you to change their billing details on an ongoing project? You want to keep the history of past invoices under the old name and those to come under the new name? Don\'t worry! This tutorial is made for you!
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Stop the Current Order on Your Project
Projects > Project card > Deliveries tab > Relevant Delivery card
Set an end date for the delivery in question
Extend this mission
Link this new mission to a new purchase order
In images, it looks like this:
Click on the delivery row
On the delivery card, change the mission end date and save
Go back to the Deliveries tab, select the delivery and create a renewal. Don\'t forget to qualify the delivery renewal (end date, daily sale price and number of days sold)
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Enter the New Billing Details and Archive the Old Ones
CRM > CRM card > Billing tab > Billing details section
Go to your client\'s company card from your CRM, in the right section "Billing details":
Archive the first details
Add new billing details
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Create a New Order on the Project by Selecting the Correct Billing Details
Projects > Project card > Deliveries tab > Relevant Delivery card
Select the renewed delivery
Create the order
By default, the new billing details will be used. If you have several billing details, please select from the dropdown list the billing details to apply