How to set up multiple addresses for customers in Business Central

Often, customers will have multiple addresses and request that invoices be sent to a separate address than their shipping address. For example, a customer may place a sales order and request that items be shipped to their subsidiary location while the invoice must be sent to a regional headquarters to be paid. This scenario requires organizations to be able to store multiple addresses for the same customer in Microsoft Dynamics 365 Business Central. This post will detail how you can set up multiple addresses for customers in Business Central and how to specify which address invoices will be sent to.

With Business Central’s native capabilities, each customer can have multiple delivery addresses but only one bill-to address. What this means is when you create a sales order, you can choose the ship-to address to set where your items will be shipped to. However, you will not be able to change the bill-to address for that customer and all invoices for that customer display the same address. To be able to change the bill-to address, many Business Central users create a new customer card for every address for a customer. Then, when creating a sales order, they change the bill-to customer to the new customer card.

This workaround is inefficient and can introduce errors into your operations as it will require some additional modifications such as changing your invoice reports to accurately display information. To simplify this process, Rand Group has developed a custom application that enhances Business Central’s capabilities to allow users to set multiple bill-to addresses on a single customer card.

The Bill-to Enhancements for Business Central application extends Business Central’s native capabilities by allowing users to set up multiple bill-to addresses for each customer and to select the appropriate bill-to address on each individual sales order. With this enhancement, users will not have to create multiple customer cards for the same customer and printed sales invoices will display the correct bill-to address.

This custom application integrates seamlessly with Business Central and is intuitive to use. To set up multiple bill-to addresses for a customer, using the Bill-to Enhancements application, follow the steps below:

1. Open a Customer Card
2. Select Navigate >> Bill-to Addresses
3. Select New to create a new address for the customer
4. Enter a Code, Name, address information, and all other required fields

The bill-to address will be added to the customer’s Bill-to Addresses list and will be able to be added to sales orders. Repeat the steps above as many times as necessary until all addresses for the customer are created.

Once you set the Bill-to Addresses for a customer, you can choose which bill-to address to use on a sales order. To choose a customer’s bill-to address on a sales order, follow the steps below:

1. Open a Sales Order
2. Under General, set the Bill-to Code for the correct billing address
3. Under the Shipping and Billing section, set Bill-to equal to Custom Address
4. The Bill-to Address will automatically be populated

When you post the Sales Order, the Bill-to Code will be copied onto the Posted Sales Invoice and the Customer Ledger Entries. Additionally, the bill-to address will properly display on invoices and reports.

Having separate bill-to addresses for some customers is a quite common requirement. You must be able to not only set the ship-to address for a customer to specify where a shipment is going, but also the bill-to address for where the invoice is sent. To do this, businesses can leverage the Bill-to Enhancements application by Rand Group. This custom application enhances Business Central’s native functionalities to allow users to create multiple bill-to addresses for a single customer. To implement this intelligent application or to learn more about how to set up multiple addresses for a single customer, contact us today.