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Cogitate Inc Newsletters


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August 2017 Newsletter Bookmark

Controlling Addresses Within UtilAbility

Our tip this month is one we have discussed before, but warrants revisiting. 

When you print your invoices, and shut off notices etc., you have the option to choose between any combination of up to three addresses that can be assigned to each customer. These include the billing address, an alternate address and the service address.

The billing address and the alternate address are maintained on their respective pages in Customer Information Maintenance while the service address is maintained in Account Information Maintenance. The addresses that are used depends on your settings.

First, whichever address you set as the Original Invoice address in Customer Information Maintenance will always be used and considered the original document address for that customer. Next, you can check the Invoice This Address check box next to each address to indicate you also want an item printed using that address for that customer. Any additional addresses that have this item checked will also be used and considered copies of the original documents. This can be useful in situations such as when a landlord or guardian may want to be sent a copy of an invoice to oversee them.

These settings can be changed at any time. This ability to easily maintain which addresses are used is helpful in situations such as when you have seasonal customers that may change their location at different times of the year. You can simply change the designated address that you want to be used without changing any of the actual addresses themselves.

If you have any questions about controlling the addresses you want to be used when printing items to send to your customers, please see our UtilAbility help documentation, visit our UtilAbility web site or contact our support staff for more information. We are always happy to help.

 

Read Full August 2017 Newsletter

Controlling Addresses Within UtilAbility

Our tip this month is one we have discussed before, but warrants revisiting. 

When you print your invoices, and shut off notices etc., you have the option to choose between any combination of up to three addresses that can be assigned to each customer. These include the billing address, an alternate address and the service address.

The billing address and the alternate address are maintained on their respective pages in Customer Information Maintenance while the service address is maintained in Account Information Maintenance. The addresses that are used depends on your settings.

First, whichever address you set as the Original Invoice address in Customer Information Maintenance will always be used and considered the original document address for that customer. Next, you can check the Invoice This Address check box next to each address to indicate you also want an item printed using that address for that customer. Any additional addresses that have this item checked will also be used and considered copies of the original documents. This can be useful in situations such as when a landlord or guardian may want to be sent a copy of an invoice to oversee them.

These settings can be changed at any time. This ability to easily maintain which addresses are used is helpful in situations such as when you have seasonal customers that may change their location at different times of the year. You can simply change the designated address that you want to be used without changing any of the actual addresses themselves.

If you have any questions about controlling the addresses you want to be used when printing items to send to your customers, please see our UtilAbility help documentation, visit our UtilAbility web site or contact our support staff for more information. We are always happy to help.

 

Read Full August 2017 Newsletter



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