Overview
View and edit a Customer's Billing address, which appears on all issued Invoices.
👥 Access Permissions: only users with access to Customers can view Customers main page. Please review user roles prior commencing.
📍Where to find it in the app:
Sales>Customers> select a Customer >Billing addressor use Global Search > search for a specific customer >
Billing address
How to add a billing address
Enter the following details:
Company name (required)
Address
Suburb
Postcode
Country
State
Phone (use correct country format)
ABN (if applicable)
2. Click Save to confirm changes.
📝Note: only Company name is mandatory.
How to edit a billing address
Update the required details
Click anywhere on the white background to save changes automatically.