Missing a customers address on your Quote or Invoice, when you know you have a saved address for the customer? It might be saved only as a Physical Address, and not a Postal Address.
Navigate to Customers: Go to "Customers" in Tradify.
From inside an Invoice or Quote, you can also navigate using Options > Open Customer
- Locate the Customer Profile: Click on the customer's name.
- Edit Customer Details: If you already have an address saved, check or tick the "Postal Address is the same as Physical Address" option.
- Save & Exit: Ensure new customer changes are saved.
- Head back to the Invoice/Quote: The postal address will now be automatically included.