Showing billing and service addresses on estimates and invoices

In this article, you'll learn where your estimates and invoices get a client's billing address and the address where the work happens, and how to add either one to a template that's missing it. It matters when the person paying gets their mail somewhere other than the job site, like a landlord or a property manager.

Where the two addresses come from

When you add a client, you only enter one address. That's their service address, and it's used as their billing address too until you change it.

To see or change a client's addresses on a desktop:

1. 1.Open the client and click Addresses on the left card. A Service address card and a Billing address card unfold, each with a pencil.
2. 2.To bill somewhere else, click the pencil on the Billing address card, untick Same as service address, enter the address and click Save.

The right side of the same page has an Addresses tab that lists every address on file, with a Primary column marking the service address.

On a phone, the client's page shows a Main address row and a Billing address row instead. Tap a row to open that address. From there you can pick one of the client's Other addresses or tap Create new property to add one. There's more in Changing a client's billing address.

The service address on a document comes from the job. An estimate created from a job carries a copy of that job's address, and that copy is what prints. On an invoice, it's the job's address.

What the default templates already show

You may not need to change anything.

• •The Invoice and Payment Receipt templates have a Bill To: block that uses the client's billing address, and a Service Location: block that uses the job's address.
• •The Estimate template has a Prepared For: block that uses the client's main address, plus the same Service Location: block. If you want estimates to show the billing address instead, follow the steps below.

Adding an address to a template

Template design is a web tool. In the phone app, Settings › General › Documents lets you preview, add, duplicate and delete templates, and Document designer (web) in the same group opens the designer in your browser.

To open your templates on the web:

1. 1.At the bottom of the menu, click the Settings gear.
2. 2.Under General, click Documents.

To add the billing or service address:

1. 1.Click the template you want to change, such as Estimate.
2. 2.Click into the block where the address should go. The editing toolbar appears above it.
3. 3.Click Insert values.
4. 4.For the billing address, point to Client values and click Client billing address. For the service address, point to Job/invoice values and click Job Full address.
5. 5.Click Save at the top of the designer.

Related articles

• •Understanding and using insert values in documents and messages
• •Changing a client's billing address
• •Adding multiple addresses for one client
• •Customizing estimate, invoice and receipt templates
• •Previewing estimates and invoices before you send them