Hello,
Working with my Acumatica test account I ran into some issues with linking payment methods, for this specific example with credit cards, to locations rather than business accounts. For the companies that I am working with they have multiple locations where different buyers purchase for us, and a lot of times they have different shipping addresses and credit cards. This has made it a lot harder to send invoices automatically because I have different emails to send them to, but the business account only holds 1 email. I am curious if anyone had experience with assigning a credit card and email with a specific locations that would allow invoice to only be sent to the information on that location. Or if someone has a better solution I am open to trying them. I know a lot of people have suggested for me to make different business accounts or do parent and child accounts, but that does not really work for retaining CRM the way I would like. I look forward to different suggestions and appreciate everyone who took the time to read this post.
Bests,
J Krug
