Add an address to a contact
Add billing and delivery addresses to a contact, choose its main address, and see how orders and documents use each one.
People with the «Contacts» permission in edit mode. With view mode you can open contacts but not change them.
A client can have more than one address: the head office where invoices go, a warehouse, the venues where you deliver. Landmark Venues bills from its offices, so that's the address we'll add first.
Add an address
- Open the card On the contact's «Summary» tab, click «Add» on the «Addresses» card.
- Name it In «Tag», type “Head office”. Without a tag, the address is called «Address».
- Find the address Start typing in «Address» and pick a suggestion. Filmo fills in «City», «Postal code», «Province» and «Country».
- Complete it Add the floor or door in «Address (line 2)».
- Choose the main address Tick if this is the address you invoice to.
- Save Click «Save».
Suggestions appear from the third character. If the search doesn't find the place, or shows an error loading data, type each field yourself. «Address» and «City» are required.
The main address
- A contact's first address is always the main one.
- Ticking «Main address» on another one unticks the previous one.
- If you delete the main address, the first one left becomes the main one.
- The country of the main address decides the label of the on the record: NIF, VAT and so on.
What orders and documents do with addresses
| Where | What it does | If you edit the address later |
|---|---|---|
| Orders | You choose the billing and shipping addresses from the contact's | The order shows the new address |
| Quotes, invoices and other documents | The main address (or the first one) is copied as the billing address | The document keeps the old one |
Deleting an address used by an order
Filmo lets you delete an address even if an order uses it for billing or shipping, and the order is left without it. Before deleting one, check the contact's orders in «Order history».
Change or delete an address
Hover over the address on the «Addresses» card and use the edit or delete button.
If you see an error
| Message | What to do |
|---|---|
| Address is required. | Type the street, or pick it in the search. |
| City is required. | Type the city. |
| No suggestions, or an error in the list | Fill in the fields yourself. |
Frequently asked questions
Not from the contact: the invoice keeps the address it copied. Changing the record only affects new documents.