If a company or organisation is paying for a customer’s move, you can display the company name and billing address on the Invoice PDF while keeping the customer’s personal details on the job.
Movermate uses the company details entered against the job and displays them on the Invoice PDF through merge tags.
Required Merge Tags
Make sure the Invoice PDF template contains the following merge tags:
Company Name:
{{Customer_Company Name}}Billing Address:
{{Customer_Billing_Address}}
These merge tags automatically display the company details entered against the job.
Add the Company Details to the Job
Open the relevant Job in Movermate.
Enter the organisation or business name in the Company field.
Keep the customer’s name in the customer details, as the customer record still requires a name.
Enter the organisation’s address in the Billing Address field.
Save the changes.
Check the Invoice PDF Template
Open the Invoice PDF template and confirm that the Company Name and Billing Address merge tags have been added where you want the details to appear.
If the merge tags are missing, add them to the template and save your changes.
Generate the Invoice
Once the company details have been entered and the correct merge tags are included in the template, generate or download the invoice again.
The company name and billing address will automatically appear on the Invoice PDF.
For further assistance, contact the Movermate Support Team at [email protected].