How can I assign alternate billing and shipping address for a customer?

You can assign an alternate billing/shipping address by:

• Directly adding an alternate address to your customer.
• Adding alternate address while creating an estimate/invoice.
• Editing the existing billing/shipping address.

Directly adding an alternate address to your customer

You can add additional billing or shipping address to a customer and use this address while creating estimates, invoices, sales orders, retainer invoices and credit notes. To add an additional address to your customer:

• Click the Customers module and select the customer for whom you wish to add an alternate address.
• Click Add additional address option below the shipping address, enter the details and click Save.

Adding alternate address while creating an estimate/invoice

Separate Billing and Shipping addresses can be associated with the customer by clicking on the Change option (under ‘Customer name’) while creating a new estimate/invoice. Here, options are available for entering/editing the Billing address and a separate Shipping address for that customer.

Editing the existing billing/shipping address

At times, you might want to change an existing billing/shipping address and not add an additional address.

In such cases, you can simply Edit the existing address.

• Go to the Customers module.
• Select the relevant customer.
• Click the edit button, as highlighted in the image below.

Or, on the edit customer page, click the Edit button present on the top right and edit the address field.