Client/billing issue
🦍Gorelo Question✅ Solved
I have a client that has 3x locations, but they way they want their billing represented is that each location has it's own entity name, and each location/entity is billed directly.
The issue I'm running into with the PSA is I'm only able to add 1 user into one site, and cant populate that same user into the different sites (even though they manage multiple sites). Is there a way around this, or is there a way to separate billing more appropriately?
The issue I'm running into with the PSA is I'm only able to add 1 user into one site, and cant populate that same user into the different sites (even though they manage multiple sites). Is there a way around this, or is there a way to separate billing more appropriately?
Solution
You can have separate contracts per location... however they will all use the same Client name and sync to the same QBO/Xero client. If you want different billing names, you will need to break them out as different clients.
You can use the same contact across multiples clients but they can only be associated with a single client. We need the contact associated with a single client so that when they email in, we can automatically map the ticket to the correct client.
Example of searching contacts cross-client on tickets, via billing etc.
You can use the same contact across multiples clients but they can only be associated with a single client. We need the contact associated with a single client so that when they email in, we can automatically map the ticket to the correct client.
Example of searching contacts cross-client on tickets, via billing etc.
