Addresses and email addresses on sales orders

Every sales order has an 'Addresses' tab that lists three separate addresses:

  • Address (default)
  • Invoice address
  • Delivery address

sales-order-addresses.png

Read on 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 from 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.

Learn more about email address settings here.

Tip: The contact name and company name specified in the default address populates the name fields in the sales list!

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 invoice address will be taken from the primary contact, using the primary contact's default address unless a separate 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 telephone and mobile numbers are taken from the contact name on the order.

Click the Choose link to select a different address from 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.

Learn more about email address settings here.

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, as well as the contact name; it will not be overridden by the primary contact.

The email address, telephone and mobile numbers are taken from the contact who placed 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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