Hi

I'm setting up Billings and can't figure out the best way to deal with a client that has multiple contacts and addresses.

For example, I do a lot of work for a University and have a number of clients within the University at different addresses. For one contact, I have a work address, home address and then a billing address.

Is there anyway to group those University contacts and more importantly how do I control which address appears on the estimate and invoice?

Thanks

I have this situation as well, whenever I am dealing with various people working in different departments within a larger company or organization. For the same reason, Att: or c/o-fields for the various contact persons within the company/organisation should be standard in every template.

There's currently no way to do this, but we're investigating this feature for future versions of Billings.

I've ended up setting each contact up separately, but I know have five instances of the company in Billings. Makes it hard to run a report to see how much work we did with a particular client and I have 'University of…' listed in the side bar multiple times making it difficult to see which contact I need to invoice.

I really hope you will do more than just investigate This is a must-have feature, but I will stick with Billings for a while even without it for the lack of good alternatives, and beacuse of the potential. There's lots to like about Billings, but omissions like this makes it frustrating to use at present.

Another scenario I have as well - I have a company which is a local, Norwegian branch of a Swedish company, so all invoices should be adressed to the Swedish main office, but with the Norwegian branch's company name in the company field. As Billings is currently tied so closely to the Mac's Adressbook (mostly a good thing as it saves double entry of data) but having the alternative billing adress showing up in Billings requires a lot more creativity than I like, and makes my Mac Adress book a little messy. It would be nice if Billings would allow for customizing the invoice adress associated ith a client for use in the actual invoice without necessarily including it in the Mac's adressbook. An internal client database for Billings which imports data from the Adressbook would maybe be a better option, as the Mac's adressbook is prone to syncing errors anyway (anyone with experience yncing with PDA's etc. have probably expereinced data corruption because of syncing errors at some point, and the potential for Adressbook corruption to also mess up Billings' data worries me)

I have a similar issue where one client has a dozen offices across the country and I do work for all of them. I have to invoice whichever office the work was done for. I didn't want to have a dozen entries for the same client so instead I created a dozen Address Book entries, one for each office. In Billings I created one Client and linked it to one of the offices. Now, whenever I need to invoice to a certain office I use the "Link to..." option found under the Edit menu and "Link" the client to the office I require. This has been working well except for the fact that all the Projects for all the offices in that company are listed together. This might be preferable for you but I would prefer if the Projects could be listed under their respective offices.

I've already brought this issue up under the "Archiving Clients" thread on these forums. I'd like to see nested folders in the client list. That way a folder could be created for the company and it could be opened up to reveal clients listings for each office. A lot less clutter in the Client list that way.