Enable billing address on the invoice
- Account name : New Zealand International Convention Centre (NZICC)
Region :APAC - Client version (Enterprise) :26.1
- Description of the issue
- What does the client want to do? Why do they want to do this?
- Client wants to have alternate billing address on the invoice.
- The account should also have the Main address (Event =10858)
- Main menu > Account > Select any account with Billing address
- Click service orders tab> quick invoice > Note that address on invoice points to main address. Customer wants the ‘Billing Address’ to be displayed on invoice
- Previous similar tickets indicate it was not in support - https://ungerboeck.zendesk.com/agent/tickets/75808
- Confirm if there is any configuration to achieve this? Same is noted in Main
- What does the client want to do? Why do they want to do this?
- What you've already tried or suggested. Why does this not work?
- Business impact if not resolved : Normal
- Attach relevant files (such as screenshots)
- https://supportwebap.ungerboeck.com/NZICC_Prod_0616063482_USI_V30/app85.cshtml?
- usiadmin/ITRocks014
- Links to articles where you've looked for solutions and also other steps you've taken to research the issue.
- https://supportcenter.ungerboeck.com/hc/en-us/articles/204561338-Edit-an-Invoice
- https://supportcenter.ungerboeck.com/hc/en-us/articles/115012820508-Add-and-Manage-Bill-To-Account-and-Contact-Relationships
- etc
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Nicole Loh Satya Ram Nukala please advice
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Hmm… I wonder how often it happens. The bill-to account's address is usually the address that is printed on invoices. I wonder if having a separate account (finance department) would be worth it to them and they can make them the bill-to.
If they always use an alternate address, they could customise the report to do so or perhaps have a prompt during invoice report generation on which address to use? -
We also have a similar issue - https://ungerboeck.zendesk.com/agent/tickets/392121
They want to use billing address on their current account and they would not use separate account. So will this be a bug or enhancement? Ideally it should support to use different address linked to the single account
Customizing report could be billable. Not sure if they would agree. If this is the only option then we can suggest.Thanks!
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We might need to bring in implementation consultants to see how customers do this now. From what I can see in the system, there doesn't seem to be a way of choosing the address at time of invoice. The only ways that I can see is either to modify crystal report, swap the main and billing address around, or to create a new finance department account for billing.
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Pieter Du Plooy - Chloe raised this question with me as well. They have a billing address type saved under Alternate address which they are hoping to appear on the invoice. My investigation suggests that the invoice would always default to Main Address regardless of Address Type. To your advice, it should display “billing address” type if they have one. Which one is the correct behaviour we are expecting here?
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Pieter Du Plooy Please advice
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The invoice reports simply uses the address from the Invoice register if the “Use Invoice address” is ticked, else main address. It makes no distinction between Main and Bill-To address types.
I think the AR030(Invoice Register Table) should have the Bill-To address tagged if available else Main. Currently it's using Main. Maybe there is a hidden parameter. However, this way and again IMO, the "Use Invoice Address" tickbox will make more sense.
Else, it's customizing the report to run from Bill-To if available, else Main.
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Thank you Pieter Du Plooy Is there a way we can put this address in advance for a invoice.
Please guide how we can have Invoice Register Table tagged with bill-to address. At account level I did not find it. But on the invoice level found this field, but was un-editable.
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