Estimates not showing full billing address

CSTC
CSTC Member Posts: 5 Novice Member Novice Member
in Reckon One

Trying to send out some quotes however the billing address is not showing when I preview the estimate. All customer details have been entered under billing address and the template being used has the billing address selected to show in the header. The customer name shows but no address details

Best Answer

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff
    Answer ✓

    Just an update:

    If the address is missing from estimates, please verify the customer contact details.

    All address fields—including business address, billing address, and postal address—must be completed. Once you input the details, save and close the record, then review the estimate to ensure the information is updated accordingly. The billing address should now be visible on the estimate.


    I hope this information is helpful to anyone who is having the similar issue.

Answers

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff

    Hi @CSTC ,

    Welcome to Reckon community!!

    If the billing address is not showing in the estimate preview even though it’s been entered and selected in the template, here are a few things to double-check:

    Customer Record: Ensure the billing address is saved in the correct fields of the customer profile, not in notes or custom fields.

    Template Settings: Make sure the billing address is enabled in the template header settings. You can verify this by following these steps:

    • Click the Settings (cog wheel) at the top left
    • Under Day to Day, select Money In
    • Choose Estimates, then click Manage Template
    • Select the Header tab and ensure Billing Address is ticked on

    Sometimes the preview view might differ from the final version. Try sending via email to your own address to see if the address appears there.

    If all of the above checks out and the issue persists, there may be something we need to further investigate. Let me know and I’ll be happy to assist further !!

    Regards,

    Reeta

  • CSTC
    CSTC Member Posts: 5 Novice Member Novice Member

    Hi Reeta

    In customer details the address is saved under Billing Address and in the template billing address is enabled in the header. When I print to pdf it only shows the customer name

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff

    Hi @CSTC ,

    Could you please share the relevant Reckon One book with the support for further review ? Additionally, I would appreciate it if you could send me the full details of the book privately—such as the book name, email address —so I can investigate the issue further on my end.

    Hope to hear from you soon.

    Regards,

    Reeta

  • CSTC
    CSTC Member Posts: 5 Novice Member Novice Member

    How do I message you privately?

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff

    Hi @CSTC ,

    Click on my name and select "Message" to send me a private message.

    Regards,

    Reeta

  • CSTC
    CSTC Member Posts: 5 Novice Member Novice Member

    Sorry I don't see message when I click on your name.

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff

    @CSTC ,

    I have sent you a private message; could you please respond at your earliest convenience?

    Thank you!!

  • Reeta
    Reeta Reckon Staff Posts: 251 Reckon Staff Reckon Staff

    Hi @CSTC ,

    I have sent you an email requesting access to the book for further review. Could you please grant me access at your earliest convenience?

    Thank you.

    Regards,

    Reeta

  • CSTC
    CSTC Member Posts: 5 Novice Member Novice Member

    @Reeta I've granted you access. Thanks

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