Client's address in the invoice (an old version)

Author: Andrey Glushkov

Last update: September 28, 2023.

To specify the company's or contact's address in the invoice, follow these steps:

Step 1. Provide the information about your company

Read more in the article - My Company Details.

Open CRM section > click More > Settings > My company details.

Provide general information about your company > scroll down to Details section and click Add > Company.

Add your company name, address & banking details and click Save.

Note that there are four types of addresses available: Street, Legal, Registered and Beneficiary address. When you enter your company address, memorize what type of address you've selected. You will need this information when configuring invoice/estimate print form in Payment options section.

Step 2. Specify the client's address

First of all, you need to create a company/contact. Open CRM section > click Companies > Add. In case you need to create a contact, click Contacts > Add.

Provide general information about company/contact > scroll down to Details section and click Add.

Add company/contact name, address & banking details (if needed) and click Save.

Note that there are four types of addresses available: Street, Legal, Registered and Beneficiary address. When you enter company/contact address, memorize what type of address you've selected. You will need this information when configuring invoice/estimate print form in Payment options section.

Step 3. Create/edit payment options

You can find this option in CRM section > More > Settings > Payment options > Payment Systems.

Select the payment system you want to edit > click Private person > Show all fields and select the type of the address you've selected in Step 2.

You can add your company address the same way in Seller section. Also, you can add logo, signatures and banking details there.

Step 4. Create an invoice

Create a new invoice. In the Payment Method section > Invoice print form, select the payment option that you have created or edited, and under Company details, select the company you need for your invoice.