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
Click on 'Quick links' in the top right corner
Select 'Invoice addresses'.
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
➡️ Work Address record
Click on 'Quick links' in the top right corner
Select 'Invoice addresses'.
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.
Edit an Invoice Address
➡️ Search for the invoice address you wish to update.
Click 'Edit'
Update the invoice address details as required.
Delete an Invoice Address ➡️ Open 'Quick links' > Select 'Delete'. The invoice address will be deleted from the customer profile, along with all associated information.
Delete an Invoice Address
➡️ Search for the invoice address you wish to update.
Click 'Delete'
Delete an Invoice Address ➡️ Open 'Quick links' > Select 'Delete'. The invoice address will be deleted from the customer profile, along with all associated information.
Ensure the invoice address is not assigned to any active invoices before deleting it. Deleting an invoice address will remove it for all customers if it is assigned to multiple customers.