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Templated Documents - How do I set a Mailing Address for a Receipt

This document walks you through how to ensure the Mailing Address appears correctly on your documents. 

You may have noticed there is no placeholder option in Templated Documents specifically for the Mailing Address.

This is because in the new UI, the background address function differs from the classic system, so we've designed as service that is compatible with both. 

To set the Mailing Address on a Receipt via Templated documents: 

  1.  Go into Admin > Templated Documents

  2. Click the option for Receipts
  3. Search for an existing Receipt template, or click [+Create] to add a new one
  4. Add the text you require as normal
  5. Place your cursor in the area you want the Mailing Address to appear
  6. Scroll down to View Placeholders
  7. Click the arrow to expose the options
  8. Scroll down to > Receipt
  9. Click to expose the options
  10. Scroll down to the option > Physical Address
  11. Add options from this list as required. 

NB: There are options for the Physical Address within the > Person options. If selected, these placeholders will show the current Physical Address, even if it is not the one present when the receipt was created. 

The Person Address options work by showing the Mailing Address first, and if none is present, it will show the Physical Address. 

It will always show the address that was present at the time the receipt was created, so it is vital to ensure the address is up-to-date before the process begins.