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Managing your client's service & billing address
Managing your client's service & billing address
Updated over a week ago

A client can have multiple locations and one billing address. You can manage and modify those.

Viewing client locations

  1. Click on the "Clients" tab from the left navigation bar.
    * You can also use the search box to find a specific client.

2. Click on the relevant client's name.

3. In the client's page, you can see a list of locations for this client, edit them, or add new ones.

Adding a job for a service location

  1. If your client has more than one location, when you click "Actions" and then "Add Job," a list of available locations will pop up.

  2. Alternatively, you can select "Create New Location" to enter a job for this client using a new address.

When you create an invoice within a job, that invoice will show the billing address and the service address for this client.

* Invoices and estimates not linked with a job will only show the client's billing address, since no service address was specified.

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