Sending proposals to clients with multiple companies
If you work with a client who has more than one business, it's important to keep their companies separate in Anchor from the start. This ensures their agreements stay independent, their contact details can be updated individually, and their QBO or Xero sync maps correctly to each company.
Why this matters
When you send a proposal in Anchor, a client account is created based on the client you select. If you send proposals for two different businesses to the same client, both agreements are attached to a single account â which means the same client name applies for both, editing one client changes the other, and your accounting sync will report both to the same company in QBO or Xero.
Best practice: set up separate clients before sending proposals
Go to Clients using the sidebar.
Click Create client and set up the first company.
Repeat for the additional companies. The same person can be a contact on all of them. Add them while creating each client, or use Add to another client from the Contacts page.
When creating each proposal, pick the correct client, then choose the main signatory from its contacts.
Note: The client name is what controls your accounting sync. Make sure each client has a distinct client name before you send.
I already sent proposals for two companies to the same contact â how do I separate them?
If both agreements are already active under the same client, you won't be able to split them directly. The best path forward is to duplicate each agreement, reassign it to a new separate contact, approve it, and then terminate the original.
First, confirm the client name currently saved on both agreements. On the Agreements page, the client name is the bold text at the top of each agreement line item â this is what's connected to your QBO sync and to the client's account.
Go to Contacts and create a new, separate client for each company that doesn't already have its own client.
On the Agreements page, find the agreement you need to move. Click the three dots menu next to it and select Duplicate. A draft will open with the same terms.
In the draft, update the client and its contacts to the correct new client for that company.
Click the arrow next to Send and select Approve on behalf of your client.
Once the new agreement is active, yo can go back to the original and Terminate it.
Note: Your client will still need to add their payment method to the new agreement. You can click Request payment method in the Payment methods tab to prompt them, or add it yourself if you have access to their payment information.
Still have questions? Feel free to send us a message at [email protected]. We're always happy to help!