With MoneyPenny, you can now customize the address block on your invoices and estimates to meet the diversity of your business partners and industry-specific detail requirements.
Just go to ‘Profile Settings’ ➝ ‘Preferences’. The ‘Customer Address Format’ section will have all the details, so that via a drop-down list you can select the placeholders.
The format you choose will be stored on your MoneyPenny account and available for your estimates and invoices. You can edit it any time, but consider that further changes will not have any effect on existing invoices/estimates.
Besides, you also have the option to customize the address block for specific clients by inserting only the fields you find relevant under the following categories:
- Customer/company (client city, client reg. number, client tax number, client zip code, etc.);
- Contact (client salutation, client first name, client position, client department, etc.);
- Custom fields: add up to ten custom fields to fully capture your client’s specificity.
MoneyPenny encourages you to wow your clients by customizing your documents and show a high attention to details such as the format of the ‘Address Block’ from your invoices or estimates. It’s fast, easy and professional.