Centerbase offers multiple methods for adding the Bill To physical address to a bill.
1. Add a Bill to Address to the Client's record - Addresses on a Client record will be inherited by all of the Client's matters unless an address is specified on a matter.
- Navigate to the Client Record
- Click on the gear to the right of Contact Actions and Workflow
- Click on Billing
- Click on Edit in the right corner of the Billing Settings section
- Scroll down to Bill to Fields and fill out the billing address
2. Add a Bill to Address to a Matter record - Add a Bill To address to a matter if the billing address is different then the address defined on the Client's Contact record.
- Navigate to the Matter Record
- Click on the gear to the right of Matter Actions and Workflow
- Click on Billing
- Click on Edit in the right corner of the Billing Settings section
- Scroll down to Bill to Fields. On a Matter, you'll have to uncheck Use Client Settings in order for the Matter to inherit the address you're adding to the Matter Billing Settings.
- Fill out the Bill To Address.
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