Issue/Symptom/Question

Can we get the Billing Address to default into new Jobs?

Does the Billing Address default into new Jobs?

Is it possible to get the Billing Address to default into new jobs?

Applies To

Job Information
Project Management> Jobs> Job information

Customer Information Screen
Billing & Accounts Receivable>Customers> Customers

Resolution/Fix/Answer

It is possible to get the Billing Address to default into new jobs.

The Billing Address would default in from the Customer Master record.

To configure this: The customer must have the Billing Address set up as a location and that location must be designated as the "Default Invoicing Location Code"

To do this:

• Navigate to the Customer information screen
• Query back the desired Customer
• Navigate to the Invoicing tab
• In the "Default Invoicing Location Code" field enter: The location # (as set up on the Locations tab) you wish to default into new Jobs