Addresses and email addresses on sales orders

Each sales order has three address sections:

  • Address (default)
  • Invoice address
  • Delivery address

sales-order-addresses.png

Read below to find out what each one is used for and which addresses from the customer record you can expect to be used and when:

Address (default)

This will always be the address marked as "default" on the customer record. Where a customer is part of a company the default address from the primary contact will be used (it is not possible to set a default on secondary contacts). The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The telephone and mobile numbers are taken from the contact name on the order.

Click the Choose link to select a different address on the customer record, or to search for an address from a different customer record.

The email address is selected by default when emailing from the order. The email address assigned as the default depends on the email address settings at Settings > Sales > Sales settings.

default-email-outcomes.png

Invoice address

This will be the address marked as "default" on the customer record unless a separate "invoice" address is entered. Where a customer is part of a company the address will be taken from the primary contact; the primary default address unless a separate primary invoice address exists (it is not possible to set a default or invoice address on colleagues). The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The email address used is always the accounts email address of the primary contact. If there is no accounts email address on the primary contact the field is left blank on the order.

The telephone and mobile numbers are taken from the contact name on the order.

Click the Choose link to select a different address on the customer record, or to search for an address from a different customer record.

The email address is used when invoices are automatically emailed. The email address assigned as the invoice email address depends on the email address settings at Settings > Sales > Sales settings.

invoice-email-outcomes.png

Delivery address

This will be the address marked as "default" on the customer record unless a separate "delivery" address is entered. The delivery address from the contact placing the order will always be used. The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The email address, telephone and mobile numbers are taken from the contact name on the order.

Click the Choose link to select a different address on the customer record, or to search for an address from a different customer record.

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