How do I associate companies with clients?
This article covers associating companies with clients to successfully generate invoices and multi-client invoices. Click here to view the article on associating companies to invoices and multi-client invoices.
1. Launch the Tenrox Application
- Launch the Tenrox application and log on as a user with administrative rights.
2. Access the Clients list page
- Click Setup on the Icon Bar.
- Click Work from the Navigation Menu.
- Click Clients.
3. Select a Client
- Click a client name from the list to open the Client Edit page.
4. Click the Invoice Options tab
- Click the Invoice Options tab.
5. Open the Company List page
- Click the Company browse button (...) to open the Company List page.
6. Select a company to associatewith the client
- Click a company name from the list to associate it with the client.
7. Save your changes
- Click the Save link to save the changes.