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This article explains how to add a delivery address to a customer invoice in Boond when the delivery address is different from the billing address. The delivery address is managed in two steps: first, you authorize the delivery address at the order level, then you add the delivery address invoice by invoice.
Prerequisites
To add a delivery address, you must have edit access to the Billing module (orders and invoices) and the invoice must be marked as Editable.
1 - How to authorize a delivery address on an order?
To authorize a delivery address on an order, enable the dedicated option in the Delivery address block of the order form. This option then allows you to add a delivery address different from the billing address on each invoice generated from this order.
Billing > Orders > order form > Delivery address block
Click on Billing in the left menu, then on Orders.
Open the relevant order.
Locate the Delivery address block at the bottom right of the order form, under the Billing terms block.
Enable the toggle Authorize a delivery address different from the billing address. The toggle switches to Enabled state.
Save the order
Once the option is enabled on the order, the link + Add a delivery address appears on invoices generated from this order.
If the link does not appear on an invoice, check that the option is enabled on the originating order for this invoice and that your invoice is not locked.
Option not enabled on the order
Warning: if the option Authorize a delivery address different from the billing address is not enabled on the order, the Add a delivery address link will not appear on invoices generated from this order.
2 - How to add a delivery address to an invoice?
To add a delivery address to an invoice, use the Add a delivery address link located under the Client block of the invoice form. The delivery address is added invoice by invoice, only when it differs from the billing address.
Billing > Invoices > invoice form > Information tab
Open the relevant invoice.
Under the Client block, click on + Add a delivery address. The Delivery address window opens.
Enter the desired delivery address
Click on Confirm.
Automatically use the delivery location
If the delivery location is specified on the project, the Delivery address window displays a suggestion at the top of the window, with the mention Delivery location and the Project label.
Click on Apply to use the delivery location address without re-entering it, then click on Confirm.
If no suggestion appears, it means the delivery location is not specified on the project: in this case, enter the delivery address manually.
3 - FAQ
Why don\'t I see the Add a delivery address button on my invoice?
The Add a delivery address button does not appear on your invoice when the option Authorize a delivery address different from the billing address is not enabled on the originating order. Enable this option in the Delivery address block of the order form (Billing > Orders).
Do I need to enter the delivery address on each invoice?
Yes, the delivery address is entered invoice by invoice: the option enabled on the order authorizes the addition, but the delivery address itself must be added on each relevant invoice. If the delivery location is specified on the project, the Apply button in the Delivery address window saves you from re-entering the address.
What is the difference between the billing address and the delivery address?
The billing address is the client\'s address to which the invoice is sent; it is managed in the Billing details of the order. The delivery address is the location where the service or goods are delivered, when it differs from the billing address; it is added on the invoice.
How do I edit or delete a delivery address on an invoice?
Once the delivery address is saved, two buttons appear under the Client block:
"Edit" to edit, and "Remove" to delete the address.