How do I update billing or shipping addresses for transactions in bulk?
When you update billing or shipping address for a customer or vendor, the new address will be applied to all the future transactions. For existing transactions, you can select the required ones, and update the address fields in bulk.
To update the address fields in bulk:
- Navigate to the respective module where you want to update billing or shipping address.
- Click the Advanced Search icon in the right corner of the transactions list page.
- In the pop-up that appears, select the required Customer Name or Vendor Name.
- In the Address field, enter the relevant text to search for transactions whose addresses needs to be updated. The available options are Billing & Shipping, Billing, and Shipping.
- Enter the other required details and click Search. The list of associated transactions will be displayed.
- Select the required transactions and click Bulk Update at the top of the page.
- In the pop-up that appears, select the address field you want to update.
- Click Choose existing address to view the addresses associated with the customer.
- Select the required address and click Update.
The selected address will be updated for the respective transactions.
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