Skip to main content

How to Set Default Billing Details for a Customer

You can store a customer's billing address and due-date terms once, so they don't need to be re-entered on every invoice.

Steps

  1. Go to Get Paid → Customers, open the row actions menu (⋮) on the customer, and click "Edit."
  2. On the Contact details step, set the "Invoice due date" (and "Bill due date" if the contact is also a supplier).
  3. On the Addresses step, click "Add address" to enter or update the billing address.
  4. Click "Update & close" to save.

Good to Know

There isn't a separate "default" toggle for addresses - whatever address is saved on the contact is used as the billing default for new invoices.

Related Articles

  • How to Edit Customer Information
  • How to Set Default Taxes or Pricing for a Customer
  • How to Create a New Customer

Was this article helpful?

Your feedback helps us improve our documentation.