PERIFACT Invoice Software | Windows

Help contact locations

In PERIFACT, the administration of multiple addresses is possible. For example, consider a delivery address. When creating an invoice, the desired address can be selected in the invoice screen under the [Address Selection] tab

Go to main menu CONTACT - CHANGE

By default, the screen will look like the one below. But more is possible. In the screen below, you will see a [Optional] tab at the top. There you can move on to the [Locations].

Contact locations default view

If you want more press the LOCATIONS - NEW button. A new window will open where location details can be entered.

Contact locations starting point for new location assignment

The location overview screen will then refresh with the location just entered. Each location can be assigned a FUNCTION such as where should the invoice go, what is the delivery address....

Map location functionality to a location

Optionally, you can associate another contact with a location using the [Location contacts] tab.

Contact locations starting point for new location contact assignment

Location contacts are not actively used at this time. Later versions of PERIFACT may be able to make more use of this.

Contact locations entry screen for a new contact

You can assign a contact to a location by first selecting the desired location and then pressing the button Assign CONTACT PERSON - NEW. A contact can also be made responsible for 1 or more locations.

Contact locations after assigning contact person