Invoicing - Show Delivery Address on invoices by default
Enable the option for invoices to by default display both billing and delivery addresses.
Jeremy Cheung
shared this idea
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
-
Marcus Holden
commented
So, we are seeing the scenario that when the Delivery address is the same as the Billing address, the Delivery address shows up on the Invoice. However, when the Delivery address is different from the Billing address, the Delivery address is omitted from the invoice. Why is this? We are getting some confusion with our customers.
The fix above doesn't work, either.
Also, your "advanced invoice template" link is broken in your support answer.
-
Malcolm Elliot
commented
Hey Xero, this is so basic that it is criminal this is not available. Having a switch on a contact to enable both Invoice + Delivery address on a invoice is critical. A switch is critical because some customers will always have the same delivery and invoicing address. However, some don't, and some customers want additional information in the invoicing area for their own accounting reasons. Xero please get this sorted - it cannot be hard.
-
Robyn Gallagher
commented
We are ideally looking for it to be possible for the delivery address to pull through from the initial quotation to invoice. This would stop the address having to be manually updated twice!
-
Lee-Ann Gordon
commented
The contact details that show when invoicing are the mailing address, currently we do not have a packing slip option and this makes if difficult to process for sending - can it be an option to select which address you choose or each contact or have the shipping details showing on the invoice template to allow for shipment processing.