Addresses Tab

Use this tab to enter one or more addresses for the customer. Only one address may be designated as the primary address.

Addresses tab definition

Title

Description

Address Type

Required. The type of address (default choices are 'Alternate,' 'Primary,' or 'Temporary'). Existing address types may be retrieved from the list or from the lookup searchicon.

Address Name

Required. The customer name associated with the address.

Address 1

Required. The customer's street address.

Address 2

Optional. The second line of the address for this customer.

City

Required. The city for this customer address.

State

 

The state for this customer address. Existing state abbreviations may be retrieved from the list.

Postal Code

 

Optional. The postal zip code for this customer address.

International Province

Optional. The name of a province for a customer address outside of the United States such as in Canada.

International Postal Code

Optional. The applicable postal code for a customer address outside of the United States.

Country

 

Required. The country for the customer address. Existing countries may be selected from the list or from the lookup searchicon.

Email Address

Optional. An email address associated with this address for the customer.

Address End Date

Optional. The date on which this address will no longer be valid. Enter a date or use the calendar _cal to find it.

Invoice Template

Optional. The invoice template associated with this address. Existing countries may be selected from the list or from the lookup searchicon.

pencil-small    Invoice Templates can be restricted by chart and organization.

pencil-small    This value will display in the Transmission Details tab on the Contracts & Grants Invoice tab.

exclaim   This field will only display if Contracts & Grants Billing is turned on.

Method of Invoice Transmission

 

Optional. The method the invoice will be transmitted (Through Email or Through Mail)

pencil-small    This value will display in the Transmission Details tab on the Contracts & Grants Invoice tab.

exclaim   This field will only display if Contracts & Grants Billing is turned on.

Copies to Print

Optional. The number of invoice copies that will be generated for printing when Method of Invoice Transmission is Through Mail.

exclaim   This field will only display if Contracts & Grants Billing is turned on.

Number of Envelopes to Print

Optional. The number of envelopes that will be generated for printing when Method of Invoice Transmission is Through Mail.

exclaim   This field will only display if Contracts & Grants Billing is turned on.

After entering appropriate information, click  to add this address. The system displays the new address and displays fields in which you may enter another address if desired. Collections Tab

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Collections Tab