Link between a customer making the order and a third party getting invoiced and paying
Hi,
We use Zoho CRM and Zoho books. As a part of the development of our activities and services we are getting some cases where
1/ we discuss, negotiate with an Entity A, deal that we follow via Zoho CRM
2/ we get an order from Entity A (can be goods or services or both) salesorder having been generated on Entity A via Zoho Books
3/ but however have the requirement to invoice an Entity B (can be an intermediary service provider, a financing entity who sponsors the projet for the end customer Entity A ...) who will effect payment to us
Having in mind that Entity B could be involved in deals with various End Customers (Entity A, Entity C, etc...), how could we efficiently and clearly link the End Customers deals and orders with the invoicings to Entity B ?
Thanks
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