Needing to send your proposal to one entity but send the invoices to another? That's definitely possible through Practice Ignition's client mapping functionality! Practice Ignition takes care of the proposal while Xero/QuickBooks takes care of the invoice and this article will show you how it's done.

How does this work?

We automatically link your clients in Practice Ignition to your clients in Xero/QuickBooks based on the name.

If you are creating a proposal for one client, but need the invoices sent to a different client in your Xero or QuickBooks account, you "re-map" which Xero or QuickBooks client your Practice Ignition client and proposal is linked to.

Re-map

If you want to change which client in Xero or QuickBooks that your client in Practice Ignition is mapped to, just navigate into Clients, open the client you need to work on, and click on Edit Client.

From here, go into the System tab and click on the link that says Click to Load Contacts which will load a list of your current QuickBooks/Xero contacts to link to.

You'll then need to select the entity you want to link to then click the Save Client button in the top right hand corner to save your changes.

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