Hi Leneth, 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.
Hi Airv888,
Thank you for your post and my apologies for the late response. Just a note on the addresses displayed on invoices: there are two fields involved. The first is the Bill To (Mailing Address), linked to Address 1: Bill to in the customer card. The second is the Ship To (Shipping Address), connected to Address 2: Ship To in the customer card.
When recording a sale, the Customer field refers to the Address 1: Bill To from the card. To modify this address, you'd need to adjust the Address 1 field in the customer card. Notably, using the dropdown box only affects the Ship To field, not the Bill To field.
Please see attached:
This article on form fields could be beneficial as it explains the distinctions between them. Fields and columns you can add to forms
Please do let us know how you go on this.
Regards,
Earl
