Here's a question from our Development team:
What are other people doing in the case when they have multiple invoice contacts at a company? For instance, suppose you have Company X and at some stage you do a sponsorship event for Department A of the company, which requires one invoice contact's name to appear on the invoice, but another time it's for Department B with a different company?
Do you create different constituent accounts for each department and turn it into a type of household where all the transactions can be seen together? Or do you put it all on the one constituent record, which creates the problem of having to change the main contact name every time you generate an invoice?
Or is there some other way that they haven't yet thought of?
Cheers,
Matt
Hey Matthew, Just an idea.I believe you could also add some custom data fields in the contribution editor window. Maybe create associated customer no field. When you process the pledge/gift on the organizations account you could add the constituent number of the contact there. Modify the job that creates the invoice to pull the name of associated customer number in the custom field when it is not null else organization name. I have not tried this with contributions, but I did create this for group sales department in the order window to deal with that exact issue.
Travis