My Invoices Keep Autofilling the Wrong Customer Name

You may notice that when you are billing a reservation to a customer, someone else's name automatically populates in the customer field.  This happens when the intended customer is part of a people group that has a setting activated to bill certain activity types to the group owner, rather than the customer assigned to the reservation.  The good news is, there is a very easy way to fix it!

 

First, you want to check for the name of the people group your customer is a part of.  To do this, go to the People Tab on the left side of your screen and search for the customer who was on the reservation:

 

 

Once on their user profile, select Account Settings>Edit Profile:

 

 

Locate the Add to Group Field.  This will identify the people group you want to check:

 

 

Next, return to the People tab, and select the radial button next to Groups:

 

 

You can search for the group name, or you can simply located in your list and select the View button:

 

 

Once on the Group page, select Group Settings, then select Edit:

 

 

To remove all activity types from this field, simply click on the "x" on the right side of the box and then save your changes:

 

 

To reduce the number of activity types selected, click on the box, uncheck the boxes as desired, then select Apply:

 

 

Then save your changes:

 

 

Now, you can go back and bill the customer on the reservation and the customer's name will automatically populate in the customer field instead of the group owner!