Change Client Address screen enables you to change the address of the selected client. The changes made here are saved in the Client screen and used when generating invoices in future.
To access this screen, go to Billing,
Retainer Management.
Click Edit
for a listed record and then click the Create
Retainer Invoice link on the button panel. Click the Change
Client Address link located under the Client
Address field.
Client ID:
Displays the ID of the selected Client. The drop-down shows the Client ID, Company name, Client's first name and last name, so you can select the specific client ID.
Name:
The main contact's salutation (for example, Mr., Mrs., Ms., etc.).
First Name:
First name of the main contact.
MI:
You can enter your middle initials in this field.
Last Name:
Last name of the main contact.
You will be updating the client address in the following fields.
Street:
Two lines are available to enter street name, suite number, building, etc. Where necessary, use the second line. The field size cannot exceed 55 characters for each line. The address entered will be used as a billing address on standard invoices generated by BillQuick Online.
City:
The city where the client resides. The field size cannot exceed 45 characters.
State:
State (or Province) is automatically added to the lookup list as you set up profiles. Click to select a state or province from the drop-down list.
Country:
Country or region of the client.
Zip:
The client's zip code or postal code.
Email:
The client's email address is used by BillQuick Online when you choose to email invoices to the client. The field size cannot exceed 150 characters
Tel:
The client's phone number. The phone field will allow up to 25 characters.
Fax:
The client's fax number.
Mobile:
The client's mobile phone number.
Web:
The client's Uniform Resource Locator (website address).
Change Client Address Button Panel
Help:
Opens BillQuick Online Help for Change Client Address screen.
Save:
Saves the changes made to the client profile.
Close:
Closes the screen.