Billing Address

January 30, 2017 no comments

Billing Address

0
jill@mgtlegal.com

When clients are a couple and one dies, I would like to change so when we invoice for work done for the surviving spouse, only the surviving spouses name shows up on the bill.  I tried putting in only the surviving spouses name in the Primary Party Info Name just above address and tried putting just the surviving spouses name in the billing address.  However, neither of these change the address when I print an invoice.  Is there another way to do it other than making a separate client entry for the surviving spouse?

Esther Peralta answered
    0
    Esther Peralta

    Hi Jill,

    Thank you for your message! It seems the primary party should change the “Bill To” name on your invoice. I have followed up with our support department and our development team. They will be in touch when this is fixed.

    Thank you!

    -Esther

    Esther Peralta answered
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