Location Specific Recurring Invoices > Xero
🦍Gorelo Question🏨MSP Question
Many of my clients are structured with a single head entity (head office) and multiple locations underneath it, which is a fairly common business setup.
Where things differ for a lot of my clients is invoicing: invoices need to be issued per location, rather than being consolidated and sent to the head office.
For example:
Head Office
Site 1 → mapped to a specific Xero customer/contact → recurring invoice
Site 2 → mapped to a specific Xero customer/contact → recurring invoice
Site 3 → mapped to a specific Xero customer/contact → recurring invoice
In the past, the only way I’ve been able to handle this in PSA platforms is by creating a separate “client” for each site, instead of having multiple locations nested under a single client.
Does anyone else have this issue? Would be interesting one to see if Gorelo could resolve
Where things differ for a lot of my clients is invoicing: invoices need to be issued per location, rather than being consolidated and sent to the head office.
For example:
Head Office
Site 1 → mapped to a specific Xero customer/contact → recurring invoice
Site 2 → mapped to a specific Xero customer/contact → recurring invoice
Site 3 → mapped to a specific Xero customer/contact → recurring invoice
In the past, the only way I’ve been able to handle this in PSA platforms is by creating a separate “client” for each site, instead of having multiple locations nested under a single client.
Does anyone else have this issue? Would be interesting one to see if Gorelo could resolve
