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Transfer Products to Another 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, Juliana Willson (A) purchased an item for Caden Willson (E). Once the invoice is complete, item (C) will be transferred to the Products tab on Caden's contact profile.

Product is For


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