In this article, you will learn how to ensure your estimates and invoices are generated to include both the billing and service address linked to your clients.
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. To learn more about updating this information, please see this article.
After updating your client's address information, you will also want to make sure the document templates for your estimates and invoices have been configured correctly so that they are generated to automatically include both of these addresses.
How to add a billing and service address to your document templates
When generating estimates and invoices, a service address will only be visible if there is a job associated with the document. A service address will NOT be shown when generating standalone estimates or invoices.
- From the navigation bar, select the profile icon > Settings
- Under General settings, select Documents
- Open the document template you want to update
- Ensure both short codes are included on your document:
- Billing address: {{client.clientBillingAddress}}
- Service address: {{job.jobAddress}}
- Select Save
If your client has multiple properties and you want to learn more about how to update the addresses on your estimates and invoices, please see this article.