When a customer has multiple locations that they are being billed for and want them all on the same invoice, you will create additional locations under the same account instead of creating separate accounts for each location.
To add a new location to a customer profile:
Open the customer profile.
Under the 'Account' tab, scroll down on the right side to the box titled 'Locations'.
Click the + sign in the upper right corner of the box.
4. Fill out the fields in the box that appears.
Be sure to set the pin in the map for auto-complete
The service location name will help differentiate between other locations at quick glance instead of having to use the
As always, be sure to select the verified address from the drop down in the 'Street' field so the latitude, longitude, and map populate
5. Click the blue [Save] button in the lower right corner.
Once saved, the address will appear in the following sections on the customer profile:
Invoice
