Hey guys,
On occasion we drop ship for customers, so the shipping name is sometimes different than the billing name.
Because of this, we created a custom client value -Shipping Name- and customized the invoice to have a billing address and shipping address
That said, the majority of our customers have the same billing and shipping name. So in order to not have to remember to input shipping name for every single new client, I’m wondering if it’s possible to automatically map the client name to the custom value - shipping name - upon creation of a client.
And then if we need to update the shipping name, we can do so after the fact. Is this possible?
Thanks