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, Job (Project) and Invoice level. There is 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
For any new invoice, the address field will autofill where possible from details in Clients, Contacts & Jobs.
The first check is for a ‘Job Billing Details’ address, then an ‘Invoice Defaults’ address. If a Client/Job has both, then the ‘Job Billing Details’ will take preference. If your invoice is displaying an unexpected address, it is 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.
(Note: Both Invoice Default and Job Billing addresses can be chosen from any of the Client Address details entered using the drop down, however these Client addresses remain fixed and are not updated from the invoice screen)
Go to Clients, Contacts & Jobs >> Search Clients and Jobs >> click on the relevant client ‘Contact Name’ >> click on the ‘Address’ tab on the left. The below page with the various addresses for the client will appear.
Click on the ‘Invoice Defaults’ tab to enter default invoice address.
Go to Clients, Contacts & Jobs >> Search Clients and Jobs >> click on the relevant ‘Job Code’ >> click on the ‘Job Billing Details’ tab on the left. Here you can enter the invoice address if different from the client ‘Invoice Defaults’ address.
Go to Invoices >> Load Invoices >> click on the relevant ‘Invoice No’ to go to the ‘Invoice Management’ page below. Here also, you can enter the invoice address.
As mentioned above in the article, in this page you also have the option of saving this address for later, by clicking on the ‘Set as Default Invoice Details’ button. The address entered here can be saved to either the Job page (Job Billing Details) or the Client page (Invoice Defaults).
Abtrac KB# 2048
