Your clients may have a billing address that's different from their project site address. Jetbuilt offers a separate place to enter each of these addresses. It's important to use them correctly to ensure that the correct address populates on Purchase Orders and Reports.
A client's Billing address is saved within the Clients area, whereas the Project Site address is saved in the Project Details area of a specific project.
To set a client's Billing Address
1. Go to the Clients area and click 'Add Client' or select an existing client to edit.
2. Enter their Billing address here:
The address saved to the client in the Clients Area will serve as their Billing Address. When you use the dynamic text field [Client Address] in reports and POs, this is the address that will populate.
To Set a Client's Project Site Address
Select a project (or create a new one) and open the Project Details panel.
2. Set the Project Site address here:
The address saved in the Project Details panel will serve as their Shipping Address/Project Site Address. When you use the dynamic text field [Project Address] in reports and POs, this is the address that will populate.
You can, of course, make these addresses the same if needed. This is just an option to offer you more flexibility for clients with multiple Office Locations!
Hope this helps - let us know if you have any questions!