How to add a new billing or shipping address


You can add as many addresses as needed for each company. 

These will be added in the CONTACTS Tab.


Each Address can include the following info:

  • Default Billing & Shipping: The default billing and shipping addresses will pre-populate in the working order for this company.
  • Display Name: A reference name for this address (e.g."Billing or "3rd Street") that will appear in the drop down on the working order. The buyer can see this.
  • Shipping & Billing Codes: Address codes to appear on the order export CSV. 


In the company details, click EDIT, then Click NEW ADDRESS


Next you'll enter in the information for the address. When you're finished, don't forget to click SAVE.



You'll find the process identical on the iPAD, with all the same options but a slightly different layout.


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