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Author Topic: Purpose of "Billing location for this contact" checkbox  (Read 797 times)

petednz

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Purpose of "Billing location for this contact" checkbox
December 29, 2009, 02:55:28 pm
A long long time ago Dave H-L asked - http://forum.civicrm.org/index.php/topic,872.0.html
Quote
I'm confused.  Then why there is the option to set any location as the billing address.  For each location there are checkboxes for
-Primary location for this contact
-Billing location for this contact
So one can have a "Billing" location, and a "Work" location that is the "Billing location for this contact"

I am similarly confused. If a contact has a Home address and it is set to be the Billing Address using the checkbox, i was hoping that those address details would then populate any Billing Address fields - such as those you get if you use 'Submit Credit Card Contribution' to make a backend credit card payments.

If this is not how it should operate, then would a checkbox on this screen be an option so that clicking it copies the 'primary address' details in to the fields?
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joemcl

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Re: Purpose of "Billing location for this contact" checkbox
January 14, 2015, 02:47:00 pm
I'm reviving this old topic and asking the same question, hoping to get an answer - what is the purpose of having the check box "Billing location for this contact" to apply to Home, or Work, or Other address, yet also needing to add or use an address of type Billing Address? Its intuitive to check that box and think that should populate for Billing Address.


It would be really handy if checking that box actually populated the address to type Billing Address that could then be used (for example) as we do, for Thank You letters to new/renewed members, for which we export name, billing address, city , state, postal/ZIP code.


We'd much rather just check that box than manually add another address of type Billing Address in addition to Home. For many/most of our contacts, Home is the Primary address as well as typically the billing address for credit cards, etc.
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  • Purpose of "Billing location for this contact" checkbox

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