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      Client Addresses

      A client's address list specifies the billing and shipping details available for projects you create for that client.

      On this page:

      How to add a client address

      Address details

      FAQ

      How to add a client address

      You can add a new client address from the client page's Profile and Contact tabs, the Clients tab, and any estimate/sales order/invoice.

      To add a new address from the client page's Profile tab:

      1. Scroll down to the address section (under client contacts)
      2. Click Add Address
      3. Enter the address details
      4. Click Save

      To add a new address from the client page's Contact's tab:

      1. Scroll down to the address section
      2. Click Add Address 
      3. Enter the address details
      4. Click Save

      To add a new address from the Clients tab:

      1. Select Actions at the top of the slide-out menu
      2. Click New Address
      3. Enter the address details
      4. Click Create

      To add an address from an estimate/sales order/invoice:

      1. Click the + icon beside Billing or Shipping Address
      2. Enter shipping details
      3. Click Save

      The address you create in the project will be added to the client's addresses.

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      Address details

      The address details include the:

      • Address Name - this is for internal reference only and makes the address easier to identify.
      • Company Name - this shows on your external-facing forms. It's an open text field, so you can type any company name you need to use for the client's billing/shipping.
      • Address Lines 1-4
      • City
      • Country
      • State/Province
      • Postal/Zip Code
      • Address Type - designates whether the address is for billing, shipping, or both.

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      FAQ

      How is the Address Name different from the Company Name?

      The Address Name assigned is an internal label that's only viewable by your team, whereas the Company Name appears on all of your external-facing forms.

      Is there a limit to the number of addresses I can add?

      There's no limit to the number of addresses you can add to a client's page.

      Can I delete an address?

      To delete an address, hover over the address and click the trash icon-2 icon. Deleting an address removes it from the address list, but it will remain on any existing projects.

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