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Transfer Products to Another Contact Profile

Products purchased on an invoice can be assigned to a different contact’s profile using the Product is For field. This allows an item bought by one contact to appear under another contact’s Products tab once the invoice is completed.

Note: A contact profile must first be created for the person receiving the product. 

Using the example shown, Jorden Henry purchased an item for Kerrie Henry. Once the invoice has been completed, the item will be transferred to the Products tab on Kerrie Henry's contact profile.

Product is For

Product is For


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