Add an alternate mailing address for invoices and statements
Some clients may want to receive their invoices and statements at a different address than their primary business address, like a P.O. Box they have set up for receiving bills or they want it sent directly to their Accounts Payable department. Practice CS provides a way to enter an alternate address for invoices and statements.
To set up an alternate billing address for the Primary Contact to whom invoices and statements will be addressed to, follow these steps.
- SelectSetup, thenClients.
- Select the client, thenEdit.
- Select theContact Infotab. The contact should have a Business and/or a Home address.
- Select the
next to address type and select Other. - Enter the address where the client's invoices and statements should go to.
- Mark theThis is the mailing addresscheckbox. The checkbox and label will turn gray.noteYou can't clear this checkbox. To change which address is the mailing address, select that address and mark theThis is the mailing addresscheckbox.
- SelectEnterto save the change.
