WEBVTT

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Open the customer's record in Pixie CRM then
choose Billing and

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Shipping These fields are separate from the main
customer address

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Our example continues with Maplebridge Design the
fictional training

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customer created in the related tutorial

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Choose Same as Customer Info to copy the
customer's main address

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into Billing Address Check the street city state
or county postal

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code and country Edit any field that needs a
different billing address

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before saving

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Choose Copy Billing Address when the shipping
address should match

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If delivery goes to a different location enter
that address instead

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Check both sets of details carefully rather than
assuming that billing

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and shipping always match

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Choose Save then reopen Billing and Shipping
after the page reloads

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Check that both sets of address fields were
retained The customer

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record now holds the separate billing and
shipping information for

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workflows that use those fields

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Use the customer record and contact tutorials for
the next steps

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The matching written guide is linked in this
video's description

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The details shown here are fictional training
data and no invoice

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or delivery is sent during this walkthrough