Hello.. I would like to transfer management / ownership of this account as well as all monthly billing to my client.
How can i do this?
regards
Tristan
Transfer of account ownership question Résolu
Anonyme
12 avril 2021 16:45:37
Réponse:
Hello,
First of all , you have to activate "Espace Facturation" option
To set on : tick the case since Settings > Account Settings > your account > paragraph customers> Billing space.
Please find below tuto link :
Option Espace Facturation
Also , you can use the research module for find a customer and then export all documents from the customer you want to.
Please find below tuto link :
Module de Recherche
If your question was on account transfert as like change of ownership account , could you please clarify.
If it was just you wanted to change the name of the account , you can go Settings>Account Settings >Companies/Dept and then Modify.
Have a good day
Ludovic
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Ludovic Service clientèle Mail: ludovic@vosfactures.fr Tel: +33(0)4.83.58.05.64 |
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Commentaires
ludovic@vosfactures.fr
First of all , you have to activate "Espace Facturation" option
To set on : tick the case since Settings > Account Settings > your account > paragraph customers> Billing space.
Please find below tuto link :
Option Espace Facturation
Also , you can use the research module for find a customer and then export all documents from the customer you want to.
Please find below tuto link :
Module de Recherche
If your question was on account transfert as like change of ownership account , could you please clarify.
If it was just you wanted to change the name of the account , you can go Settings>Account Settings >Companies/Dept and then Modify.
Have a good day
Bien Cordialement
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Tel: +33(0)4.83.58.05.64
14 avril 2021 11:05:43