Invoice Addresses

Abtrac addresses can be as simple or as flexible as required. Here’s how to ensure you have the right address details in the right location for your billing requirements.

Addresses can be stored at the Client, Project and Invoice level. There’s a bit of a hierarchy as to which address is shown on your invoice, it works out like this:

Abtrac Billing Address Relationships and Process

Abtrac Billing Address Relationships and Process

For any new invoice the address field will autofill where possible from details in Clients, Projects and Contacts.

The first check is for a project billing details address, then an invoice default address. If a Client/Job has both then the project billing details will take preference. If your invoice is displaying an unexpected address it’s best to check in these two locations first.

If no addresses are available, or the invoice needs to be addressed someplace else then you can simply type the address as normal on the invoice.

And any changes made to address details in the invoice itself can optionally be fed back to either the job or invoice default records for the client.

2048_Manually enter edit details in the invoice .jpg

Save invoice address details as Client or Job default

(Note: Both Invoice Default and Job Billing addresses can be chosen from any of the Client > Client Address details entered using the Drop down, however these Client addresses remain fixed and are not updated from the invoice screen)

Read on for screen shots of all the billing address options in AbtracOnLine and Abtrac5:

AbtracOnline

AbtracOnLine - Client Address(es)

AbtracOnLine – Client Address(es)

AbtracOnLine - Invoice Default Address

AbtracOnLine – Invoice Default Address

AbtracOnLine - Project Billing Details

AbtracOnLine – Project Billing Details

AbtracOnLine - Address on invoice

AbtracOnLine – Address on invoice

AbtracOnLine - Update/Set Default Address details

AbtracOnLine – Update/Set Default Address details

Abtrac5

Abtrac5 - Client Addreses

Abtrac5 – Client Addreses

Abtrac5 - Invoice Default Address

Abtrac5 – Invoice Default Address

Abtrac5 - Project Billing Details

Abtrac5 – Project Billing Details

Abtrac5 - Address on invoice

Abtrac5 – Address on invoice

Abtrac5 - Update/Set Default Address details

Abtrac5 – Update/Set Default Address details

Abtrac KB# 2048