Generating an Invoice - Connection between Client Name + Accounting Alias + Bill To + Property Name

When creating a new Client it is important to understand how some of the available fields are filled in and where they are used by Jobba on Invoices.

When setting up a new Client, if the following fields are left blank, the Accounting Alias (used for External Accounting Software), Bill To (used for Customer field on Jobba generated Invoices) and Property Name (used for Property field on Jobba generated Invoices) will be filled in with the initial text entered for a Client Name as a default value.

Each of these fields should be checked if unique information is to be entered for each.

Below is an outline of how these fields will be utilized when generating invoices using Jobba.

As users are adding a new client, the initial setup will place the same text for the Client Name + Bill To field prior to clicking save

The text entered for the Client Name will also be displayed as the initial Property Name

When editing the newly entered client,  you will see the same text also is now displayed in the Accounting Alias.  

With this current client setup, when generating invoices, the initial Client Name will appear as the Customer & Property Name, unless the text is changed for the specific fields.

If the user goes to edit the client name to resolve this, editing the Client Name will not update the Accounting Alias + Bill To + Property Name

The saved change to the client name will be displayed on the Info tab.  User will be able to see the Property Name has not been changed

Regenerating the Invoice after the Client Name update, shows no changes in the Customer or the Property names on the Invoice

To correct this setup, the user should go back to edit the Client details.  This time update the Bill To and Accounting Alias fields with unique text.

Additionally, Update the Property name (click on pencil icon near address on Info tab)

At this point, now when a user re-generates the invoice, the updated Bill To text (Customer) and the Property Name (Property) are displaying the updated values.