Setting up an invoicing address

This is the address to which sales invoices are sent. These can be set up as detailed below, and then selected on the sales order header.

  1. Use Addresses (ADD) to add the new address, if required.
  2. Use Customers (CUS) to retrieve the customer details.
  3. From the Action menu select Invoice Addresses to display the Customer Assign Invoicing Addresses form.
    If any addresses have already been linked to the customer as invoicing addresses they are listed on this form.
  4. Click Insert to display a blank line on the form.
    In the Invoice Address Code field, enter the address code or use Query to select the code.
  5. Click OK to assign the new address to the customer as an invoicing address.
  6. Enter the following details for this address, if required:
    Description
    The full name or description of the data item or record. This is used to identify it on reports and inquiries.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
  7. Click OK to save the details.
  8. Click Exit to return to the Customers form.