When adding or editing a customer, you will be prompted to enter a Shipping address and Billing address.
- Shipping address (formerly Physical address): The delivery address where purchased items will be sent to the customer. May be used to calculate shipping costs.
- Billing address (formerly Mailing address): The address associated with the customer's payment method. This may differ from the shipping address.
Customer addresses can be updated from the Customers page, at the register, or on the Fulfillments page.
Updating an address on the Customers page
To update a customer's shipping or billing address from the Customers page:
- Navigate to Customers > Customers.
- Locate the customer you want to update and click to expand the row.
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Click Edit customer.
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Click the Details tab and update the Shipping address or Billing address.
- Click Save changes.
Updating a shipping address at the register
If a customer is getting their purchased items delivered, you can add or update the shipping address on the Sell screen during a sale:
- Navigate to Sell > Sell.
- Add a customer to the sale. If the customer isn't in your database, you'll be prompted to add them as a new customer.
- Add a product to the sale.
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Click the arrow beside the product to expand the details, then click the Fulfillment tab.
- Under Fulfillment method, click Delivery.
- Under Shipping and billing address:
- If there's a shipping address on file, click the pencil icon (Edit) to update the address.
- If there's no shipping address but there is a billing address on file, click Add new address or Use billing address if applicable.
- If there are no addresses on file, click + Add address to add a new shipping address.
- Enter address details, then click Save changes.
- Proceed with the sale as usual.
Updating an address on the Fulfillments page
To edit addresses from orders on the Fulfillments page:
- Navigate to Inventory > Fulfillments.
- Locate the order you want to update and click to expand the row.
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Click Edit address.
- Enter address details, then click Save changes.
Viewing address details on open orders
You can view customer address details on open orders from the Sales history page:
- Navigate to Sell > Sales history.
- Locate the order and click to expand the row.
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Click the Fulfillments tab.
- Review the address details under Shipping information.
Including addresses on receipts
Optionally, you can include customer addresses on receipts and packing slips by updating your receipt templates.
To include addresses on receipts:
- Navigate to Setup > Outlets and registers.
- Click the Receipts tab.
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Add a receipt template or click the pencil icon (Edit) next to an existing template to update.
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Under Customer information, check the Billing address box to include the address details in that template.
- Click Save.