pawpaw

pin an invoice to a specific location

for clients with multiple sites — "building 3," "the elm st store," "the warehouse vs. the storefront." pinning an invoice to a dragonfly location keeps the work straight in the customer's mind and yours.

3 steps~2 min
  1. 1

    build the invoice

    in the new-invoice form, after picking the client, the "service location" dropdown shows every location attached to that client's company in dragonfly.

  2. 2

    pick a location (or leave it blank)

    if the work was at a specific site, pick it. if it was at the customer's main billing address, leave the dropdown blank.

  3. 3

    the location shows on the invoice

    the invoice email and pdf both show "@ building 3" alongside the customer name. the operator-side detail also shows the location pill so it's clear which site the invoice belonged to.

    tip

    for one-location clients, this dropdown is empty — no need to fill in. it only matters when a client has more than one site you do work at.

was this article helpful?
yesno

still stuck?

we respond to every message within 24 hours.

contact us

more in pawpaw

all pawpaw articles