Sales Pack - B2B and B2C information for the documents

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  • 5k18a
    Member
    • Jul 2025
    • 43

    #1

    Sales Pack - B2B and B2C information for the documents

    I work with B2B and B2C constantly, so I issue quotes, sales orders and invoices to either companies or customers. How should I deal with this when Espo is set to B2B mode, as all the fields such as billingAddressStreet and billingAddressCity are now linked to the account? How can I easily issue documents to these two types of customers?
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9644

    #2
    You can use the Billing Contact field. Do I understand right that the main problem is the Billing Address not being carried over from the Contact to the Invoice? You can utilize a formula script that will copy the Billing Address field on Invoice creation when the Account is empty, the Contact is filled, and the Billing Address fields are empty.

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