Hi there, @safemaster,
If I understand correctly, you’re working with a setup where you service one company’s locations (Company B) but need to bill a different company (Company A), and you’d like to know if quotes/invoices can include multiple service or shipping locations. Is that right?
Jetpack CRM’s invoicing system is primarily designed around one contact/company per invoice, meaning the billing is tied to a single customer record (e.g., Company A). There isn’t currently a native way to add multiple structured shipping/service addresses to a single invoice (like separate address fields per location).
That said, this is still possible for you to make within our CRM:
- You can bill Company A as the customer on the invoice.
- Within the invoice, you can add line item descriptions that reference the different service locations (e.g., “Service at Location 1”, “Service at Location 2”, etc.).
- You can also use custom fields or notes on the invoice to capture additional location details.
In such scenarios, we then recommend trying the following:
- Keep Company A as the billed client
- List each serviced location as a separate line item or description
- Optionally store locations as separate contacts/companies for internal tracking
Hope that helps! Let me know if there’s anything else we can do to help.
