We noticed that it is possible to change the customer in an invoice linked to a sales order. Our business sometimes requires a sales order for the main customer to be billed to different entities. So the customers in the invoices arising from the same sales order may vary. Although it seems possible, is there any gotchas out there?

I’m pretty sure that will unlink the invoice from the SO. So your SO won’t show Billed anymore

Are the other entities child customers of your main customer? If so, why can't you have the child customer be on both the SO and invoice? If they're unrelated as far as the system is concerned, that could be tricky.

@AI1 interestingly it is billed and is not unlinked

@Luis that is interesting. Did not expect that. Well sounds like it works, neat trick😜

Yeah, it's totally possible to do that. I ran an account where we sold ads and many SOs where put on the customer but we added a partner to the SO that were the agency that did the booking. Whenever an invoice was generated from the SO, a Ue-script on invoices updated the customer on the invoice to the partner from the SO. One gotcha is that the billing address will be updated to the default from the new customer automatically unless you set it to whatever was on the SO.

@Watz just curious why wouldn't you just use that method to begin with on the Sales Order? Like set the customer as the Partner and set the "customer" in a custom field on the SO for reports and stuff. Then you wouldn't have to make the switch at the invoice process?

I didn't implement the solution so I'm not sure of the reasons why. But one thing is that it was convinient to see orders, phone calls, meetings and quotes on the customer. The customer also switched partners so then it was probably better to have the advertisers as a customer.