Forum Discussion

Airv888's avatar
Airv888
12 months ago

Ship Via - to associate with Ship to Customer, not Bill to Customer

Our current Invoice Form pulls the 'Ship Via' field based on the 'Bill to' customer.  How do we change so it pulls back the 'Ship To' customer's Ship Via field.  Appreciate any guidance on this.  TIA...
Mike_James's avatar
Mike_James
Ultimate Cover User
12 months ago

Hi Airv888 , If you are using AccountRight desktop then I suggest setting the ship-to customer as a separate card, then when you create an invoice for the billing custoemer, select the ship-to customer as the delivery address (click the drop-down, then "Select another card...").

 

Then that customer's address will appear in the ship to field on the invoice. 

 

I believe this option is not yet available in the browser.

  • Airv888's avatar
    Airv888
    12 months ago

    Hi Mike, thank you for your answer.

     

    I may have not worded my question properly.  My issue isnt that I can't set a Bill-to and Ship-to customer.  My issues is the 'Ship Via' field.

     

    I currently have properly set up both the Bill to and Ship to customer.  Both appear correctly on the invoice.  The issue I am having is that both the Bill-to and Ship-to have different Shipping Methods.  One is 'Overnight' and the other is '3 Business Days'.

     

    The invoice can bring back the 'Ship Via' but it's currently default to the Bill To Customer.  My question is how do I bring back the 'Ship Via' that is associated with the Ship To customer instead.

     

    Thank you.

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