There are a few different options available for addressing invoices. Invoice Templates prepared in the past most commonly used the client’s street address. Recent upgrades have provided a more flexible option. To ensure the correct mailing address details will be printed on the invoices you will need to go through your client list in eTrack and make sure the data is set up as follows.

An optional line on the invoice template is a field with the label ATTENTION. This refers to the Billing Contact which is a field on the client details tab (for ‘company’ clients).

To set a Billing Contact, see the checklist below. If the billing contact is not set in eTrack then it will just be blank on the invoice (but the label will still be printed). For ‘individual’ clients this is always blank.

The Mailing Address to print is determined by these rules:

• If the client is a ‘company’ and a Billing Contact is set, then use the address that is selected in the ‘use address’ field on the billing contact details tab
• If the client is a ‘company’ and there is no Billing Contact, then use the company postal address if there is data else use the company street address (see Note)
• If the client is an ‘individual’, then use the address that is selected in the ‘use address’ field on the contact details tab

NOTE: street address refers to the Address, City/ State/ Postcode and Country fields on the contact details tab.

Please work through this checklist for every Client in eTrack:

• If the client is ‘individual’
• select ‘use address’ the only valid options are home address, home postal or other (as there is no parent company)
  • enter data into the fields that apply to the address type you selected – the address will display in the text field (you may need to reselect the option to refresh the display)
  • if you choose ‘other’, type the address in the text field
  • If the client is ‘company’
    • expand the company in the tree and drag the relevant contact under ‘has contacts’ to the Billing Contact field. Create one if none exist. Optionally leave it blank.
    • Go to the Billing Contact details and select ‘Use Address’ any option is valid
    • enter data into the fields that apply to the address type you selected – the address will display in the text field (you may need to reselect the option to refresh the display). For the company street address use City NOT Suburb
    • if you choose ‘other’, type the address in the text field

Posted in: eTrack FAQ, Other