How do I change the billing/shipping address of a customer in a quote?
Note: If you have enabled the Use Simplified View toggle at the top of the quote creation/edit page, you won’t be able to view the billing and shipping address of the customer. You would need to disable the option to view and make changes to the addresses.
To change the billing/shipping address of a customer in a quote:
- Go to the Quotes module in the left sidebar, and select the quote for which you want to change the billing/shipping address.
- Below the Customer Name field, click the Edit icon next to Billing Address if you would like to change the billing address, or the Edit icon next to the Shipping Address to change the shipping address of the customer.
- Make necessary changes to the quote, and click Save as Draft or Save and Send as you prefer.
Your customer’s addresses will be changed/updated in the quote accordingly.
Yes
No
Let us know where we can improve
Thank you for your feedback!