Overview
Customer addresses are used for billing, shipping, and other delivery locations. You can add and manage multiple addresses for a customer at any time.
Addresses are optional and can be added or updated after the customer is created.
When to Use This
Add or update addresses when you need to:
Define billing or shipping locations
Manage multiple delivery addresses
Update existing address information
Set primary billing or shipping addresses
How to Add a Customer Address
Navigate to Sales → Customers
Select the customer
Go to the Addresses tab
Click Add address
Enter the required address information
Select applicable address options
Click Save or Save & add another
The address is saved and immediately available for use.
Required Fields
The following fields are required to save an address:
Country
Address name
(For example: Main Warehouse, Billing Office, Retail Store)Address line 1
If any required field is missing, the address cannot be saved.
Optional Address Fields
Depending on your configuration, additional fields may include:
Address line 2
City
State / Province
Postal code
Phone number
Delivery instructions
These fields are optional unless configured otherwise by your organization.
Address Lookup (US and Canada)
For addresses in the United States and Canada, an address lookup is available.
When you start typing the address:
The system suggests matching addresses
Selecting a suggestion automatically fills in address details
This helps reduce entry errors and improve delivery accuracy
You can also manually enter the address if needed.
Address Options
You can assign one or more options to each address:
Billing – Used for invoicing
Shipping – Used for shipments
Primary billing – Default billing address
Primary shipping – Default shipping address
Residential – Indicates a residential delivery location
A customer can have multiple addresses, but only one primary billing and one primary shipping address.
Update an Address
Open the customer record
Go to the Addresses tab
Select the address you want to update
Make your changes
Save the address
Updates apply immediately and are used going forward.
Delete an Address
Open the customer record
Go to the Addresses tab
Select the address
Click Delete
Deleting an address does not affect past orders, invoices, or shipments.
Best Practices
Use clear address names to distinguish locations
Set primary billing and shipping addresses to reduce order entry errors
Use address lookup when available to improve accuracy
Keep addresses up to date to avoid delivery issues
Related Topics
For more information on managing customers, see:
Customer Record Overview
Update a Customer
Add and Manage Customer Contacts