Sales Pack - B2B and B2C information for the documents

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  • 5k18a
    Junior Member
    • Jul 2025
    • 21

    #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
    • 9254

    #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.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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