Editing a Billing or Job Site Address

In this tutorial, you'll learn how to manage and change a customer's billing address in Arbuckle.

Step 1:

Understand that in Arbuckle, a customer can only have one billing address.

Step 2:

Use the search bar at the top left to find the customer. For instance, if we search for Jane Doe,

we'll see her billing address is 400 Alpine Highway, Alpine, Utah.

Step 3:

Notice that there's an option to select a different billing address from the dropdown menu.

However, this assumes

that your 'Addresses' tab

at the top left, when clicked on, has multiple billing address types. In this example, we have two addresses: one of type 'Job Site' and one of type 'Job Site and Billing'.

Step 4:

If you need to switch the '300 Airport Road' to the billing address for Jane Doe, double click

on that address and change the type

on the right to 'Job Site and Billing'.

The 'Type' is used to indicate if the address is a 'Job Site', 'Billing', or both.

Step 5:

After saving the changes to 'Job Site and Billing',

you'll have the option to assign it as another billing address.

Step 6:

Go back to the Jane Doe customer profile and change the billing address to '300 Airport Road'.

Remember to save your changes. Note that a customer's profile can only have one billing address, which is used for all jobs. If you invoice before changing the billing address, the original billing address at the time of invoicing will be displayed.