Invoice and statement addresses
It is possible for invoices and statements to populate addresses, email addresses, and phone numbers from different areas in Onvio.
Firm Address
- Invoice: Displays the address of the office assigned to the staff creating the bill. If no office is selected, the invoice will use the primary firm address from .
- Statement: Displays the address of the office assigned to the client in . If no office is selected, the statement will list the primary firm address from .
note
If the office is selected at the client level, then it also prints the firm address tied to the office selected. If staff is assigned to an office after an invoice is billed, then you would have to delete the invoice and re-add the bill to pick up the correct firm address.
Client address
The client address from will be displayed on both the invoice and statement for the client. If the client has a billing contact on the
Relationships
tab, the client's name will be listed on the invoice and statement, but the billing contact's address will be listed on the client's invoice and statement.Phone number, email address, and website
- Invoice: Displays the primary phone number, email address, and URL website from the office assigned to the staff. If no office is selected, the invoice will list this information from .
- Statement: Displays the primary phone number, email address, and URL from the office assigned to the client in . If no office is selected, the statement will list the primary phone number, email address, and URL from .
