Set customer billing and shipping addresses

Read the video transcript

Open the customer's record in Pixie CRM, then choose Billing and Shipping. These fields are separate from the main customer address. Our example continues with Maplebridge Design, the fictional training customer created in the related tutorial.

Choose Same as Customer Info to copy the customer's main address into Billing Address. Check the street, city, state or county, postal code and country. Edit any field that needs a different billing address before saving.

Choose Copy Billing Address when the shipping address should match. If delivery goes to a different location, enter that address instead. Check both sets of details carefully rather than assuming that billing and shipping always match.

Choose Save, then reopen Billing and Shipping after the page reloads. Check that both sets of address fields were retained. The customer record now holds the separate billing and shipping information for workflows that use those fields.

Use the customer record and contact tutorials for the next steps. The matching written guide is linked in this video's description. The details shown here are fictional training data, and no invoice or delivery is sent during this walkthrough.