Introduction
A customer's address is not a screen of its own. It is a block headed Address partway down the customer form, between Blocked and Place of birth, holding Postal code, House number, House number addition, Street, City and Country, with PO Box appearing above them on business customers only. You reach it the same way you reach everything else about a customer: open the customer and scroll.
There is a second screen involved, and it is not what its name suggests. Addresses, the tile next to Customers in the customer menu, opens a screen headed Addresses that is a map. It drops a pin for every address your company has ever recorded and gives you nothing to click — no list, no search, no way to open or correct one of them. All the typing happens on the customer form.
You will use this when:
- a new customer gives you their address at the desk
- an invoice comes back undelivered and the address turns out to be wrong
- a customer has moved and asks you to update their details
- a payment or a document refuses to go out because the address is incomplete
Words used on these screens
| The screen says | It means |
|---|---|
| House number addition | The bit after the number — a letter, "bis", an apartment number |
| PO Box | A post-office box number, used instead of a street address for a business |
| Rental check | An outside service the app can buy address and identity lookups from |
Where an address can come from
| Where you start | What you get |
|---|---|
| The Address block on the customer form | The one address that belongs to that customer. This is the only place you can type one. |
| Addresses in the customer menu | A map of every address your company holds. Look only — nothing on it can be opened or edited. |
| The postcode lookup, on Dutch addresses | Street and City filled in for you from Postal code and House number. |
Every customer is given exactly one address the moment you create them, so you are always filling one in rather than adding one.
How to use
Configuration
Two settings decide how much of this the app does for you.
- From the main menu open Settings, then click Operational. On the screen headed Operational settings, in the General section at the top, set Default Country, then press Save.
- From the main menu open Settings, then click Integrations. On the screen headed Integrations, Rental check is the first row, with a Setup button beside it. Press Save when you are done.
| Setting | Default | What it does |
|---|---|---|
| Default Country | empty | The country every new customer's address starts on. Leave it empty and new addresses are created as the Netherlands. |
| Rental check | off | Turns the postcode lookup on. While it is off, Street and City never fill themselves in and you type all six boxes by hand. |
Both apply from the moment you save them. Addresses already in the system keep the country they were given and are not looked up again.
Before you start: filling in an address needs nothing more than a normal staff account, because it is part of the customer form. Both settings above are limited to a company administrator, so ask them if the lookup is not working or new customers are starting on the wrong country.
Using the address block
From the main menu open Customers, then click the Customers tile. Find the customer on the list headed Customer and click their row, or press New Customer to make one. Scroll down the form past Notes and Blocked to the block headed Address.
- Type the Postal code. Lower-case letters are turned into capitals as you type.
- Type the House number, digits only — anything else goes in House number addition next to it.
- Wait a moment. On a Dutch postcode, with the lookup switched on, Street and City fill themselves in. If they do not, type them yourself.
- Check Country. It is a picker, and it already holds your company's default country.
- On a business customer, fill in PO Box if invoices go to a box number rather than the street address. The box is not shown on private customers.
- Press Save at the top right of the customer form. Nothing in this block is stored until you do, and Cancel discards it.
Skim the table below once; you will come back to particular rows as they come up:
| Field | Default | What it does | What it will accept |
|---|---|---|---|
| Postal code | empty | Feeds the lookup and the second address line on documents | Any text; only four digits followed by two capitals triggers the lookup |
| House number | empty | The number printed before the addition on documents | Any text up to 50 characters |
| House number addition | empty | Printed straight after the house number, with no space | Any text up to 20 characters |
| Street | empty, or filled by the lookup | The first address line on documents | Any text up to 200 characters |
| City | empty, or filled by the lookup | Printed after the postal code on documents | Any text up to 100 characters |
| Country | your company's default country | What staff see on screen | Pick from the country list |
| PO Box | empty | An alternative delivery address for a business | Any text; shown only when is company is yes |
A worked example. The lookup fires on four digits followed by two capital letters and
nothing else. Type 1012AB with house number 7 and Street and City arrive on
their own. Type the same postcode the way it is printed on an envelope, 1012 AB, and the
space stops it — nothing happens, and no message says why. Type 1012ab and it works,
because the box turns your letters into capitals first. A Belgian postcode such as 1000
is four digits with no letters, so it never triggers the lookup at all and you fill in
Street and City by hand.
Key details
The country is stored twice, and documents print the copy you cannot see. The Country picker on the customer form is what staff read on screen. Alongside it the app keeps a two-letter code, which is set once when the customer is created and is never updated when you change the picker. Contracts and invoices print that code. So a customer you have moved from the Netherlands to Belgium still shows NL on their next contract even though the form says Belgium.
The lookup writes the country too. When the postcode lookup runs it forces the hidden two-letter code to NL, because it only ever looks up Dutch addresses. That is a second way for the code to end up disagreeing with the picker.
Addresses are printed as two lines. Documents build the first line as street, house number and addition run together, and the second as postal code then city. So an addition typed with a leading space, or a house number typed as "7 bis" in one box, comes out looking wrong on the contract rather than on screen.
Nothing here can be deleted. No account, not even a company administrator's, can remove an address once it exists, and nothing removes one when a customer is archived or merged away. That is why the map under Addresses keeps growing and shows pins for customers you no longer deal with.
What to do next: with the address in place the customer record is complete enough to invoice against. Go back to Create a customer record for the rest of the form, or open the customer's booking if you came here to get a payment out.
Q&A
Why does the wrong country come out on a customer's contract? Because the contract prints the two-letter code stored when the customer was created, not the Country picker you changed afterwards. There is no way to correct the code from this form. Create the customer again with the right country from the start, or ask your administrator to fix the stored value before the next contract goes out.
Why do Street and City not fill themselves in? Three things have to be true, and the screen tells you which one failed for none of them. The postcode must be four digits and two letters with no space; House number must not be empty; and Rental check must be switched on under Settings, then Integrations. Check the space in the postcode first — it is the usual cause.
Why did the lookup overwrite a street I had already typed? The lookup replaces Street and City with whatever it finds, so anything you typed by hand goes. Fill in Postal code and House number first and let it run, then correct what it brought back.
Where do I add a second address for a customer? You cannot. Each customer carries one address and the form shows only that one, so a customer with a separate invoice address has to be handled another way — use PO Box on a business customer, or keep the second address in Notes on the customer form.
The Addresses screen shows pins in the wrong places. The map places each pin from the street name alone, without the house number, postcode or city, so pins land on any street of that name anywhere. Treat the map as a rough picture of where your customers are, not as a way to find one.
Why does an online payment fail with "Cannot create payment"? The bank needs a complete address, and the app sends whatever it has without checking first. If Street, Postal code, City, Country or House number is blank the payment is refused at the bank's end, and the message that comes back does not say which one was missing. Fill in all five on the customer form, press Save, and send the payment link again.
Can I clean up old addresses? No. Nobody can delete an address, and nothing clears them out when a customer leaves. Leave them; they do no harm beyond crowding the map.
Related pages: Create a customer record for the rest of the form this block sits in, and Confirm a booking for the checks a booking runs against the customer once the details are in.