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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Invoice Partners

in Ask A Guru 3 comments

Hello,

We want to utilize using the Partner record. If we create a Lead/Prospect/Customer, we will add their Partners.

The concern is that we want to invoice those Partners and not the Lead/Prospect/Customer. The Invoices and Payments will be for Partners.

How to do this? Is there a standard functionality or preference to invoice the partners?

Thank you!

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