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FairviewW
July 5, 2023
Question

Customers with same name and different address on invoice

  • July 5, 2023
  • 1 reply
  • 0 views

We have customers that have multiple locations that we service, not ship to. We call them sites. For example - a landscape company has Walmart as a customer. They send their invoices to Walmart head office and need to identify the site address (store) on each invoice where the work was done. 

-The sub customer option looks too confusing on the invoice.

-The ship to address doesn’t seem correct 

-You could list the address in the invoice description section but we don’t like that either 

 

Is there a way to make a “site address” or “service address” or “location address” on the invoice?

1 reply

T
Trish_T
July 5, 2023

Hi FairviewW,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online is a dynamic program that provides the features you need, to accomplish your bookkeeping tasks with confidence.  Adding a location to customer invoices is something you can absolutely accomplish.  I'd be happy to show you how!

 

When you set up location tracking, it's used to categorize data from different locations, outlets, regions or departments of the company.  In addition, you can set up locations for bank accounts and assign each transaction to one of the locations/bank accounts, allowing you to see all payments for one location, so you can deposit them as a group.  This is available in QuickBooks Online Plus and QuickBooks Online Advanced.  If you're currently not subscribed to one of these products, you'll need to upgrade your subscription.  However, if you're already subscribed to QuickBooks Online Plus, follow these steps to add a location to your forms.

 

First you'll need to turn on location tracking;

 

1. Open your Settings ⚙, select Account and settings, then the Advanced tab

2. In the Categories section, click on the Edit ✎ 

3. Select the checkbox to track locations

4. Hit Save, then Done.

 

Here's how to add a location;

 

1. Go to Settings ⚙, then select All lists

2. Choose Locations

3. Open New, then enter the Name and/or Address of the location 

4. Select Save and close.

You'll see the Location field on your transactions, and you can select a specific location by using the ▼ dropdown menu.

 

If you have any other questions, please feel free to reach back out.  We're always glad to assist!
 

 

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