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Billing Address (Customers)

View and edit the billing address used on a customer's invoices.

Overview

A customer's saved billing address appears on every invoice issued to them. Keeping it up to date helps avoid invoices going to the wrong contact or payments being delayed by incorrect details.

πŸ‘₯ Access Permissions

  • Only users with access to Customers can view or edit a customer's Billing Address. Review user roles before granting access.

πŸ“ Location in the app

  • Sales > Customers > select a customer > Billing address

  • Global Search > search for a specific customer > Billing address


Add a billing address

  1. Enter the following details:

  • Company name (required)

  • Address

  • Suburb

  • Postcode

  • Country

  • State

  • Phone (use correct country format)

  • ABN (if applicable)

2. Click anywhere on the white background outside the form to save changes automatically.


Edit a billing address

  1. Update the required details directly in the fields.

  2. Click anywhere on the white background outside the form to save changes automatically.

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