How to display both company and individual on the bill-of-sale
Displaying both a company and co-signer or purchaser on the bill-of-sale
This article will help you display both your company and individual buyer on the bill of sale.
1. Go to the Deals Module
2. Select an existing deal or create a new one
3. Scroll down to the customer section
4. Under the Primary Customer section add the individual
5. Under the Secondary Customer section add the company. (Don't forget to toggle the selection to CMP which is short for Company)
6. Click Save
See the screenshot below to see what it will look like on the bill of sale.
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