Managing customer addresses

Summary

Each customer can hold multiple addresses on their profile (billing, home, work, other). One address is marked Primary - that is the one used on the Bill To block of invoices and statements. Business customers in particular benefit from a proper billing address on every invoice they receive.

If you import customers from Techman, any address data on the source record is brought across automatically - you do not need to type it in again.

Prerequisites

• You can edit customers (same capability as editing the customer name).
• You are on the customer detail page (Customers > [pick a customer]).

Steps

Viewing addresses on a customer

1. Open the customer’s detail page.
2. Scroll to the Addresses card.
3. The Primary address appears at the top with a badge. Other addresses appear underneath.
4. If no address is on file, the card shows “No addresses on file” with an Add Address button.

Adding an address

1. Click Add Address.
2. Fill in the fields:
   • Type - billing (default), home, work, or other.
   • Address line 1 (required).
   • Address line 2 (optional).
   • City (required).
   • County (optional).
   • Postcode (required).
   • Country - defaults to United Kingdom.
3. Click Save.

The first address you add to a customer is automatically marked Primary. You can change which one is primary later.

Editing or deleting an address

1. On the address card, click the Edit icon to update fields, or the Delete icon to remove the address.
2. Deletes are confirmed before they apply.
3. If you delete the primary address and the customer has other addresses on file, you need to mark one of those as the new primary (see below). The system does not pick one for you.

Marking an address as primary

1. When a customer has two or more addresses, each non-primary address shows a Set as Primary action.
2. Click it to make that address the customer’s primary. The previous primary loses the badge.
3. Only one address can be primary at a time.

How the primary address appears on invoices

The primary address appears in the Bill To block on the invoice PDF, below the customer’s name. If the customer has no primary address on file, the invoice falls back to showing the customer’s name on its own.

This is the single most useful reason to keep at least one address per business customer - their accounts payable team almost always needs a billing address on the document.

Expected Outcome

• Every customer carries the addresses you have for them, in one place.
• The right address (Primary) lands on every invoice automatically.
• Imported addresses from Techman are visible alongside any you have added by hand.

Troubleshooting

Problem	Cause	Fix
No Bill To address shows on an invoice	The customer has no primary address on file	Add an address on the customer’s detail page and mark it Primary
The wrong address shows on a new invoice	A different address is currently set as Primary	Open the customer, find the right address, click Set as Primary
An imported address looks half-empty	The source record (e.g. Techman) only had some of the fields filled in	Edit the address to complete it
Postcode rejected on save	The postcode is too short, too long, or contains odd characters	Check the postcode. The validator accepts 5-8 characters of letters, numbers, and spaces - enough for any standard UK postcode and most overseas ones
Cannot find a Set as Primary action	The customer only has one address on file - it is already primary by default	Add another address; the action appears once a second address exists

Notes

• The address-type list (billing / home / work / other) is fixed. If you have an unusual case, use “other” and lean on the line-1 / line-2 fields for context.
• Imported addresses may carry a type the dropdown does not show (older Techman exports sometimes do this) - the original value is preserved and displayed; you can edit the address to bring its type into the standard list.
• Address autocomplete (e.g. postcode lookup) is not part of this version. Type the address by hand.