Creating a New Billing Address
Creating a new Billing Address
This guide is designed to assist when creating a new billing address for an existing account or contact.
Initial search
- This guide assumes you have found the associated account or contact. If this is not the case please search for the account or contact (URL Link) first.
Ensure you are on the Related tab of the record
Scroll down to “Addresses”
Click on “New”
Select Billing or Shipping Address
Click on “Next”
Data capture
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Address Name: Please see Naming Convention (URL Link)
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Address Type: Select Billing
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Contact / Account: Will be auto filled - only one can have information in it
- Email Address: Email address for invoices linked to this billing address
- Other Fields: Fill in all other fields to the extent possible
- Note: Red * is a required field
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Contact / Account: Will be auto filled - only one can have information in it
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Address Type: Select Billing
Create the billing address
Click on “Save”