Add more addresses and contact names to customers

Once you've created your customer contact, you can add more addresses and contact names as required.

All documents are automatically sent to the Main address and Main contact.

For example, you may have a delivery address and a separate address that you send the statements and invoices.

Add a new address

  1. From Contacts, choose Customers.
  2. Select the relevant customer.
  3. From the Contacts and Addresses tab, select Add Address.
  4. Choose the type, sales, delivery accounts etc, to help you identify each address. This doesn't set the address when sending documents. For example, choosing Delivery will not automatically set this address as the delivery address.  This is done from Settings.
  5. Enter the relevant changes, then click Save.

Add a new contact

  1. From Contacts, choose Customers or Suppliers.
  2. Select the relevant customer or supplier.
  3. From the Contacts and Addresses tab, select Add Contact.
  4. Enter the relevant details, then click Save.
  5. Choose whether to copy emails to this person. This will the

Change the Main address

If you want to a make a different address you main contact address, you must also add a contact. The Main address is used by default as your invoice address.

  1. Enter a contact for your address.

  2. Next the address, choose the small orange circle, between the address name and the Edit pencil.

Change the Main contact

  1. Enter a contact for your address.

  2. Next to the contact, choose the small orange circle, between the address name and the Edit pencil.

Use delivery addresses automatically on sales invoices

Once set, the delivery address set on the customer contact is added automatically when creating sales invoices. This will help to make sure that the right address is used when creating delivery notes.

If no delivery address is set on the customer contact, then the Main address is used.

  1. From Settings, then Business Settings, choose Document Preferences.

  2. From the Contact and Addresses section, under Default Delivery Address, choose Delivery Address.

  3. Click Save.