Changing a client's billing address

In this article, you will learn how to update a client’s billing address in Workiz.

When creating a new client in Workiz, you will only be asked to enter one address for your client. By default, that address will be used as the main service address and the billing address.

If your client’s main service address is different from their billing address, you can update that information in just a few steps.

How to update a client’s billing address

1. From the sidebar navigation, select Clients

2. Select the client whose billing address you want to update

3. Under Client address, select the field under Bill to

   

4. Select the dropdown menu under Client properties and choose Add new property Update the address and select Save

5. Complete the address fields and select Save

   

Your client’s billing address will now be updated and reflected on all future documents configured to include a billing address.

Need more help? See related articles below:

• Tracking finances from the Clients page

• How to add new clients in Workiz

• Managing your client’s service address