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.
Add an Invoice Address to a Customer
➡️ Locate Customer record > go to Quick links > Select Invoice addresses > Click on Add New Invoice Addresses.
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
➡️ Locate Customer record > go to Quick links > Select Invoice addresses > Click on Add New Invoice Addresses.
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 the invoice address,
➡️ Click Edit > Amend > 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.