On a won quote that is a lease, have the bill to be the leasing company
J
Jay Tipton
started a topic
about 5 years ago
We had an issue this week with a quote that was won with a lease. How ever when it was pushed through to CW, it was invoiced to the customer and not the leasing company. I would like to see when a client picks the lease option that the bill to gets changed to the leasing company. This way when the office manager looks at the sales board she does not bill the client, but holds on to it for the paper work from the leasing company.
Jay Tipton
We had an issue this week with a quote that was won with a lease. How ever when it was pushed through to CW, it was invoiced to the customer and not the leasing company. I would like to see when a client picks the lease option that the bill to gets changed to the leasing company. This way when the office manager looks at the sales board she does not bill the client, but holds on to it for the paper work from the leasing company.