By default, an invoice is sent to the customer address. Additional invoice addresses allow invoices to be directed to alternative recipients, such as an insurance company, instead of the customer/work address.
This includes adding, editing, deleting, and handling special scenarios where restrictions apply, such as when financial records are associated with an address.
Add an Invoice Address to a Customer
➡️ Open the customer record > Navigate to Quick links > Select Invoice addresses > Click on Add New Invoice Address.
Search for the address
Select if exists or click Add new invoice address
Fill in details
Click Save invoice address
Add an Invoice address to a Work Address
➡️ Open the customer record > Navigate to Quick links > Select Invoice addresses > Click on Add New Invoice Address.
Search for the address
Select if exists or click Add new invoice address
Fill in details
Click Save invoice address
Enable Existing Address
If a landlord is set up, it will appear on the left, and the work address will appear on the right. Click 'Edit' and select 'Enable' to set the address as an invoice address.
Managing an Invoice Address
Once added, invoice addresses can be managed by editing or deleting them, with adherence to associated system restrictions and guidelines.
To edit an invoice address, follow these steps:
➡️ Search for the invoice address > Open the invoice address record > Navigate to Quick links > Select Invoice addresses > Choose the invoice address to edit > Click Edit > Update the details > Save.
To delete an Invoice Address,
➡️ Click Delete > Type Delete > Click Delete
Deleting an invoice address will remove it for all customers if it is assigned to multiple customers.
If an invoice address has any existing financial records it cannot be deleted.
Deletion is irreversible.
If deletion isn’t possible due to financial records, consider renaming the address to "DO NOT USE – [Address Name]" to prevent future use.
Work addresses cannot be deleted if they have financial or operational records linked to them. Alternative solutions include transferring the work address to the correct client or marking it as obsolete.