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Billing Addresses broken down

In Pointman 9.3.0 we made some changes to the Default Mailing Address fields in the Customer section:

Before, you used to be able to select one of the properties associated with the customer from a dropdown menu (see below).

Now you have the option to select whether or not the Default Mailing Address is the same as the Service Address or not by using a check box (see below).

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The use of this check box/these fields:

  1. If you have a customer with only one property, and you bill the customer at that address, check the box.
  2. If you have a customer with multiple properties and you bill the address for which the job is scheduled for, check the box.
  3. If you have a customer with multiple properties and you send the bill to ONLY ONE address for all jobs (landlord/tenant situation), un check the box.  You will then be presented with a list of fields which you can fill in with the appropriate Default Mailing Address information.


*Note* This information is tied directly to the Customer and only needs to be set one time, however it can be changed once set.

 

If you require further assistance, please reach out to the Support Team using any of our channels

Phone: 800-299-2079

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