Knowledge Base

Changing/Editing a Mailing/Billing Address

If you need to change a client's mailing/billing address, but you already have orders in the client's history where the site was that old address, and you don't want to change that history:

1. Open the contact information screen for the client.

2. Go to the Sites tab, and add a New Site that is the new address you need to use.

3. Once you see the new site listed there on the Sites tab, then right-click on it and choose Set as Default.

4. Then feel free to edit the mailing/billing address on the Address/Phones tab to be the new address as well.


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