SM Customer form with "Deliver invoice to" set to "AR Customer"
The "SM Invoice" report pulls the MAILING address from AR Customer, not the BILLING address. There is no way to switch this at the customer level.
Inside the SM Customer form
Rename the current "AR Customer" option to "AR Customer MailTo".
Add a new option called "AR Customer BillTo".
I understand that some people might want to send all their invoices to the MAILING address for their customers, but some of us want to use the BILLING address, to you know, BILL. :-)
Nathan Sutherland
| Company | A1 Plumbing & Emergency Rooter |
| Job Title / Role | Developer |
| I need it... | 3 months |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.