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Anonim

Transfer of account ownership

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
Réponse principale Ludovic 14/04/2021 11:05

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 

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Ludovic

Réponse principale

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 

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