thread Re: Any updates of customer address pulling into the Invoice? in Archived Discussions (Read Only)

Any updates of customer address pulling into the Invoice?

cpatracey — Wed, 20 Feb 2019 21:32:26 GMT

Have there been any updates that will pull in the customer address into an invoice when it is created? If we have the customer's address in our system I would think it would be an easy fix to have the address pull on to the invoice when created? We look SILLY requesting an address and we already have it!

Re: Any updates of customer address pulling into the Invoice?

puka — Sat, 23 Feb 2019 19:47:36 GMT

Hey @cpatracey - For customers that you already have the address for, you can toggle off the option to Request Shipping Address. Customer profiles are already linked to the Invoice once you select a customer during the creation process. Once an Invoice is sent out, you can view the customer's address by selecting the Invoice within your Square Dashboard. From there, you'll be able to click on the customer's name and it will show their complete profile including their address that's on file.

I hope that helps clarify things for you, but if I misunderstood your question, feel free to provide more details about what you're looking to do and we can help point you in the right direction.

Re: Any updates of customer address pulling into the Invoice?

cpatracey — Thu, 09 May 2019 18:00:05 GMT

Is there anyway to click on customer and see their address on the IPAD in the actual APP like you can in the dashboard? We can create the invoice within the APP and can see if it is paid, should be able to click name to get actual address?

Re: Any updates of customer address pulling into the Invoice?

puka — Sat, 11 May 2019 17:54:17 GMT

There isn't a way to get to the customer profile directly through the Invoice, but I can see how that would be helpful. In the meantime, if you tap on ☰ then go to Customers and select the customer profile, you can view their address from there.