Invoices are typically addressed to the main customer, but modifications may be necessary for specific situations, such as including a different name or address on the invoice PDF. However, the owner of the invoice remains the main customer, ensuring the invoice is accurately recorded in the correct customer account.
For example, an estate agent might require the property landlord’s name to be displayed with a 'care of' (c/o) notation for record-keeping purposes, while the estate agent still handles all payments.
Setting Up Invoice Address Format
➡️ Navigate to the customer record
Quick links
Invoice settings.
Type your desired text or use the tagging feature to include specific address information.
Save once the information is entered.
Use the tagging option within the settings to help ensure information is correct even if the customer record is edited later on.
Before sending any invoices to customers, preview the invoice PDF by selecting ‘Print’ to confirm that all details are correct.
Example Tagging Setup for Care of
This setup displays a "care of" address format, ensuring all necessary details are included in the invoice PDF accurately.
[landlord_name] c/o [customer_name] [customer_address_line_1] [customer_address_line_2] [customer_address_line_3] [customer_town] [customer_county] [customer_postcode]
Any blank fields on the customer record will be skipped and not displayed on the invoice PDF, ensuring a clean format and omit tags if you do not use the information.