Manually Adding Addresses

To Add Addresses Manually:

Go to the Clients page

Click on View Client Details in the pencil menu for a client

A slideout window will open

Scroll down and click Add in the Invoice Recipients section at the bottom of the slideout window

A new slideout window will appear

Add address details

*(If not using Redtail, we suggest using the exact Client Name as the code in the Recipient Code box. If using Redtail, use the Redtail ContactID - see https://support.billfin.com/portal/en/kb/articles/getting-redtail-contact-ids-for-address-sync)

Save (for current period)