Refreshing Addresses on Billing Documents

On billing documents and billing document line items, you can specify that you want to populate addresses automatically from linked records, such as accounts. The address details from the selected source are populated when you save the billing document or line item.

If the address on the related record changes, you can update addresses on billing documents and line items by clicking the Refresh Addresses button. The Refresh Addresses button is a quick action and is available when viewing a billing document.

We recommend that you refresh addresses on billing documents before calculating tax to ensure that tax is calculated correctly.

For more details about the records that provide addresses on billing document line items, see Specifying Addresses on Billing Document Line Items.