Adding Additional Addresses (Customer Record)

Accounting > Accounts Receivable > Customers

Inside the Primary Grid:

· Filter/Sort the primary grid to locate the customer record.

· Select the customer by clicking on the corresponding line.

Within the Customer Record:

· Click the Address Line 1 hyperlink to open the Addresses window.

· Click the [Add] button.

· Click the Address Type dropdown and select either Home Address, Work Address, or Other Address.

· Input the address in the Address Line 1 field.

∟ The Address Line 2 field is generally used for Apartment and Suite numbers.

· Input the Zip code of the address listed, and press the [Tab] key on the keyboard to open the Zip Code Lookup window.

· Click the [Use] button to use the City, State, and County listed.

-or-

Click the [Edit] button to modify the City, State, and County listed.

∟ If any of the fields have been edited, select the [Save] button to save the changes.

· Within the Addresses window, click the Primary dropdown and select Yes to mark the address listed as the primary address.

∟ If the address listed is not the primary address, leave the field set to No.

· Click the Billing dropdown and select Yes to mark the address listed as the billing address.

∟ If the address listed is not the billing address, leave the field set to No.

· Click the [Save] button in the window.

· To add another address, follow steps 4-11.

· When complete, click the [Save] button in the window.

· Click the [Save] button in the Action Ribbon.

· Only one address can be marked as Primary.

· Only one address can be marked as Billing.

· An address can be marked as both Primary and Billing.

· The address marked as Primary will be displayed in the Customer Record.

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