Changing a client's billing address

In this article, you'll learn how to give a client a billing address that's different from the address you do the work at. That's handy when you clean a rental but bill the owner, or when a business wants its invoices sent to the office.

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

To open a client's addresses on a computer:

  1. In the menu, click Clients.
  2. Click the client's name.
  3. On the card at the left of their page, click Addresses to fold it open.

You'll see a Service address card and a Billing address card, each with a pencil. The billing card always shows the real address the client is billed at. If you've never changed it, that's the same address as the service card.

Set a different billing address on a computer

  1. On the Billing address card, click the pencil.
  2. Untick Same as service address.
  3. Start typing the street in Address and pick the match from the list. City, State and Zip fill in for you, or you can type them yourself.
  4. Add an apartment or suite number in Unit if there is one.
  5. Click Save.

The billing card now shows the new address, and the service address stays as it was. If that exact address is already saved for the client, the CRM uses the saved one instead of making a copy. Otherwise it's saved to the client's address list with the label Billing, so you'll also see it on the Addresses tab on the right side of the page.

Setting a billing address that's different from the service address
Tip: Click Cancel to close the card without changing anything.

Go back to billing the service address

  1. On the Billing address card, click the pencil.
  2. Tick Same as service address.
  3. Click Save.

The client is billed at their service address again.

Change the billing address on a phone

On the phone app, and in the CRM in your phone's web browser, there's no tick box. You pick one of the client's saved addresses, or add a new one.

  1. Open Clients in the menu and tap the client.
  2. Under Billing address, tap the address row.
  3. A Billing address screen opens with a map and the current billing address under it.
  4. To use another address you've saved for this client, tap Other addresses, then tap the one you want. It becomes the billing address right away.
  5. To use an address that isn't saved yet, tap Create new property. Search for it in Search for address, or fill in Address, Apt / Suite / Floor, Zip code, State, City and Country yourself, then tap Save. The new address is saved to the client and set as their billing address.
  6. Tap the X at the top to go back to the client's page.

To bill the client at their main address again, open the same screen, tap Other addresses and tap the main address.

Warning: The pencil next to the address on this screen fixes that saved address itself, it doesn't pick a new billing address. If the billing address is also the client's main address, editing it changes the main address too. If jobs are booked at that address, you'll be asked first: Save changes it for those jobs as well, and Create new adds it as a new property and leaves the jobs alone. To bill somewhere else, use Other addresses or Create new property instead.
Note: Every address you save for a client shows up under Other addresses on both the Main address and Billing address screens. So once a client has more than one property, any of them can be the main address or the billing address.

How the billing address shows up on your documents

The billing address is what your estimates, invoices and receipts can print as the client's billing address. Whether it actually shows up depends on your document templates. Open Settings, click Documents, open a template and check that the Client billing address value from the Insert values menu sits where you want it. If the client has no separate billing address, that value prints their service address.

Note: If a client has a company name on their profile, documents are addressed to the company, not the person.

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