A Person Customer, a Company Customer and a Company contact serve different purposes. Keep the Customer being billed clear when someone acts on a Company’s behalf.
1. Choose the Customer for the work
Use the Company as the Customer when the work belongs to it. Use a Person Customer for their own work. A shared email address does not make those profiles interchangeable.
2. Set the relevant contact
Use the Company’s billing-contact choice for the person or department receiving Invoices. Review the selected work contact and recipient on the Project and document.
Follow Company billing contacts for the current controls.
3. Preserve separate histories
Keep each Customer’s Projects and documents on the correct record. Do not move work or create a login simply because someone is associated with a Company.
Review the Customer and selected contact before sending a Quote or Invoice.