Customer Addresses

When you make a sale, you usually send the invoice to the person or company that ordered the goods. But at times you may need to invoice a different customer.

When speaking of sales, we use the terms "sell-to customer" and "bill-to customer." For example, a department of a public institution orders an item (it is the purchaser, or sell-to customer), but you send the invoice to a central accounting office, which pays for the purchase. This is the bill-to customer.

In the program, there are three types of customer addresses that you can use, depending on the different types of customers you invoice.

Sell-to Address

The sell-to address is the address of the customer to whom the items on the invoice will be shipped.

If you have not set up an alternative invoicing address, the program fills in the fields on the Invoicing tab on a sales header with the information for the customer number you enter in the Sell-to Customer No. field. You can change it afterward.

Bill-to Address

The bill-to address is the address of the customer to whom you will send the invoice.

If you need to invoice an alternative customer, you can set up a permanent bill-to customer or enter a bill-to customer on individual sales documents.

You can enter a customer number in the Bill-to Customer No. field on any customer card (provided that you have also set up a card for the bill-to customer).

Afterward, every time you fill in a sales quote, order, invoice or credit memo, this number and the associated name and address are copied to the corresponding fields on the sales header.

Tip

If you do not know ahead of time that a certain invoicing address will be used for every invoice to a customer, do not fill in the Bill-to Customer No. field on the customer card. Instead, enter the bill-to customer number after you have set up a sales header (quote, order or invoice header).

Ship-to Address

The ship-to address is the address to which items will be shipped.

If a customer wants different items shipped to different addresses, you must choose from among various ship-to addresses when you invoice.

You can associate any number of ship-to addresses with a customer. Each address is identified by a unique code, and when you use this code on a sales header (quote or order header), the related address information is printed on the shipment.

The ship-to address also appears on the printed invoice.

Related Topics

Choosing Invoicing Addresses for Single Sales Transactions

Using Alternative Ship-to Addresses